Orthomidwest, Pllc 401(k) Retirement Plan
Sponsored by Orthomidwest, Pllc · EIN 362691111 · Plan #002
- Total assets
- $190M
- Net assets
- $190M
- Active participants
- 1,773
- With balances
- 1,799
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 |
|---|---|---|
| Next Capital Management Llc CRD 110793 | 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 | $26,648 |
| Next Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $12,681 |
| 25 Llc | Investment advisory (participants), Direct payment from the plan | $6,973 |