Four Seasons Orthopedic Center, Pa 401 K Plan
Sponsored by Four Seasons Orthopaedic Center, Pa · EIN 020478308 · Plan #002
- Total assets
- $47.1M
- Net assets
- $47.1M
- Active participants
- 145
- With balances
- 197
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $30,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $14,186 |
| Setaway Llc | Consulting (general), Other fees | $9,520 |
| Mcsoley Mccoy & Co. | Accounting | $8,800 |
| Strategic Advisors In | Investment advisory (plan) | $8,196 |