Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan And Trust
Sponsored by Concord Orthopaedics Professional Association · EIN 020314423 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 222
- With balances
- 13
Plan year beginning 08/01/2024 · 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $3,752 |
| Nbt Bank Dba Tpa Experts | Contract administrator | $2,307 |
| Empower Financial Services | Securities brokerage | $170 |
| Empower Financial Services | Other investment fees and expenses | $10 |
| Empower Financial Services | Shareholder servicing fees | $0 |
| Empower Financial Services | Distribution (12b-1) fees | $0 |