United Musculoskeletal Partners, Llc 401(k) Plan
Sponsored by United Musculoskeletal Partners, Llc · EIN 873633461 · Plan #002
- Total assets
- $361M
- Net assets
- $361M
- Active participants
- 2,243
- With balances
- 2,670
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 | fuzzy_auto · 93% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $237,068 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $114,951 |
| Global Retirement | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $102,388 |
| Wellth Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $76,364 |
| Mstiller | Accounting, Direct payment from the plan | $31,225 |
| Sage View Adv Group Llc | Consulting (pension) | $6,734 |
| The Angell Pension Group Inc | Other services, Other fees | $0 |
| Moringstar Investment Management | Investment advisory (participants), Consulting fees | $0 |