Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan
Sponsored by Orthopaedic Associates Of Wisconsin, S.C. · EIN 391101566 · Plan #001
- Total assets
- $53.2M
- Net assets
- $53.2M
- Active participants
- 220
- With balances
- 296
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management Llc | Investment advisory (plan), Consulting fees | $51,575 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $13,777 |