Orthopedics Rhode Island, Inc. 401(k) Profit Sharing Plan
Sponsored by Orthopedics Rhode Island, Inc. · EIN 472361569 · Plan #001
- Total assets
- $37.9M
- Net assets
- $37.9M
- Active participants
- 462
- With balances
- 751
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ewpower Annuity Insurance Co Of Ame | Recordkeeping fees | $51,614 |
| Global Retirement Partners Llc | Investment advisory (plan) | $34,274 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $11,836 |
| Empower Advisory Group, Llc | Investment management | $11,816 |
| Cornerstone Retirement Plan Admin. | Contract administrator | $5,666 |
| Osaic Wealth Inc | Investment advisory (plan) | $1,507 |