U.S. Oral Surgery Management, Llc Retirement Plan
Sponsored by U.S. Oral Surgery Management, Llc · EIN 822416013 · Plan #001
- Total assets
- $238M
- Net assets
- $238M
- Active participants
- 2,450
- With balances
- 2,914
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $134,761 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $39,196 |
| Moss Adams | Accounting | $14,700 |