AUMdb

Orthoconnecticut, Pllc Employees 401(k) Profit Sharing Plan

Sponsored by Orthoconnecticut, Pllc · EIN 060851044 · Plan #001

Total assets
$63.1M
Net assets
$63.1M
Active participants
189
With balances
268

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $27,968
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0