Oral Surgery Partners Mso, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Oral Surgery Partners Mso, Llc · EIN 834654354 · Plan #001
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 980
- With balances
- 1,084
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $99,635 |
| Moneta Group Llc | Investment advisory (plan) | $57,986 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |