Southern Oregon Orthopedics, Inc. Cash Balance Plan
Sponsored by Southern Oregon Orthopedics, Inc. · EIN 930587572 · Plan #003
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 232
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Principal Bank | Recordkeeping, Direct payment from the plan, Participant loan processing | $34,585 |