Michigan Orthopaedic Surgeons, Pllc 401(k) Plan
Sponsored by Michigan Orthopaedic Surgeons, Pllc · EIN 452118278 · Plan #001
- Total assets
- $46.5M
- Net assets
- $46.5M
- Active participants
- 371
- With balances
- 466
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $69,036 |
| Schwartz & Co. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $44,403 |
| Charles Schwab Trust Bank | Recordkeeping, Custodial (securities), Trustee (institutional) | $17,373 |