Orthopedic Institute Profit Sharing And Retirement Savings Plan
Sponsored by Orthopedic Institute · EIN 460316404 · Plan #001
- Total assets
- $74.0M
- Net assets
- $74.0M
- Active participants
- 240
- With balances
- 331
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 |
|---|---|---|
| Morgan Stanley Global Banking Ops | Investment advisory (plan), Other investment fees and expenses | $78,932 |
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $59,032 |
| Newport Trust Company | Trustee (institutional) | $41,639 |