Torrance Orthopedic & Sports Medicine Group 401 (K) Profit Sharing Plan
Sponsored by Torrance Orthopedic & Sports Medicine Group · EIN 953791747 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 0
- With balances
- 27
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Investment management, Securities brokerage commissions | $49,123 |
| Merrill Lynch | Investment management, Securities brokerage commissions | $14,659 |
| Northwestern Mutual Investment | Investment management, Securities brokerage commissions | $5,747 |
| Morgan Stanley | Investment management, Securities brokerage commissions | $5,562 |
| Mutual Of Omaha | Distribution (12b-1) fees | $720 |