University Orthopedics Center, Ltd. Retirement Plan
Sponsored by University Orthopedics Center, Ltd. · EIN 251655314 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 186
- With balances
- 294
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 |
|---|---|---|
| Abundance Wealth Counselors, Llc CRD 111740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $211,051 |
| Abundance Wealth Counselors, Llc | Investment advisory (plan) | $162,202 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $17,990 |
| Baker Tilly Us, Llp | Direct payment from the plan | $15,645 |