Orthoatlanta 401(k) Profit Sharing Plan
Sponsored by Orthoatlanta · EIN 030482395 · Plan #001
- Total assets
- $46.5M
- Net assets
- $46.5M
- Active participants
- 662
- With balances
- 803
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $67,946 |
| Empower Advisory Group, Llc | Investment management | $39,820 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Shareholder servicing fees, Securities brokerage | $200 |
| Retirement Plan Administrators, Llc | Other fees | -$1,667 |