Us Orthopaedic Partners 401(k) Plan
Sponsored by Usop, Llc · EIN 852924718 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 1,590
- With balances
- 1,243
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 |
|---|---|---|
| Magnolia Capital Advisors Llc CRD 298398 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Magnolia Capital Advisors Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $185,889 |
| Empower Annuity Insurance Company | Recordkeeping fees | $25,398 |
| Hub International Midwest Ltd | Contract administrator | $25,080 |
| Lbmc, Pc | Accounting | $17,000 |
| Empower Advisory Group, Llc | Investment management | $5,919 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Shareholder servicing fees | $10 |