Seaview Orthopaedics 401(k) Plan
Sponsored by Seaview Orthopaedics & Medical Associates · EIN 222398304 · Plan #003
- Total assets
- $54.6M
- Net assets
- $54.6M
- Active participants
- 387
- With balances
- 431
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $4,645 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Named fiduciary | $0 |
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (direct), Investment management fees (indirect), Sub-transfer agency fees | $0 |