Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings Plan
Sponsored by Fox Valley Orthopaedic Associates, S.C. · EIN 362796281 · Plan #002
- Total assets
- $45.6M
- Net assets
- $45.6M
- Active participants
- 255
- With balances
- 318
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $54,093 |
| Administrative Retirement Services | Other services, Other fees | $0 |
| Morningstar Investment Mangement L | Investment advisory (participants), Consulting fees | $0 |