Orthotennessee 401(k) Plan
Sponsored by Orthotennessee, P.C. · EIN 621700130 · Plan #002
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 765
- With balances
- 857
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan), Investment management | $91,807 |
| Svrpc, Inc. | Contract administrator | $90,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $57,308 |
| Coulter & Justus, P.C. | Other fees | $5,897 |