AUMdb

Columbus Orthopaedic Clinic, P. A. 401(k) Plan

Sponsored by Columbus Orthopaedic Clinic, P.A. · EIN 640934204 · Plan #002

Total assets
$9.7M
Net assets
$9.7M
Active participants
110
With balances
153

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
Renasant Bank Trustee (institutional), Investment advisory (plan) $63,952
Epic Retirement Plan Services, Inc. Recordkeeping, Participant communication $1,200