The Center For Bone And Joint Disease, P.A. Profit Sharing Plan
Sponsored by The Center For Bone And Joint Disease, P.A. · EIN 591559073 · Plan #004
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 117
- With balances
- 151
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $20,984 |
| Charles Schwab & Co., Inc. | Securities brokerage | $1,108 |