Orthocarolina Cash Balance Pension Plan
Sponsored by Orthocarolina, P.A. · EIN 561093722 · Plan #003
- Total assets
- $34.2M
- Net assets
- $33.8M
- Active participants
- 112
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truist Bank | Investment management, Investment management fees (direct), Investment management fees (indirect) | $19,151 |