Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan
Sponsored by Alabama Orthopaedic Clinic, P.C. · EIN 631174582 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 178
- With balances
- 259
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 |
|---|---|---|
| Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mitchell Mcleod Pugh & Williams Inc | Investment advisory (participants), Investment advisory (plan) | $43,464 |
| Newport Group, Inc. | Recordkeeping | $29,063 |
| Regions | Investment advisory (participants), Distribution (12b-1) fees | $8,727 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $8,532 |