AUMdb

Kansas Orthopaedic Center, P.A. 401(k) Plan

Sponsored by Kansas Orthopaedic Center, P.A. · EIN 481098300 · Plan #001

Total assets
$27.0M
Net assets
$27.0M
Active participants
162
With balances
206

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
Frontier Wealth Management, Llc CRD 144344 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Investment management, Shareholder servicing fees $50,477
Frontier Wealth Mgt, Llc Investment advisory (participants) $36,300
Economic Group Pension Service Recordkeeping $5,500