Slocum Orthopedics, P.C. 401(k) Profit Sharing Plan
Sponsored by Slocum Orthopedics, P.C. · EIN 930603212 · Plan #001
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 311
- With balances
- 457
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 |
|---|---|---|
| Zuna, Llc CRD 306113 | deterministic · 100% | 2024 |
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Pensions Northwest, Llc | Other services, Other fees | $34,756 |
| Northwest Plan Services | Recordkeeping, Contract administrator, Direct payment from the plan | $31,653 |
| Zuna Llc | Investment advisory (plan) | $30,708 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $20,725 |
| R.V. Kuhns & Associates, Inc. | Valuation, Investment advisory (plan) | $14,536 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees, Other fees | $0 |