Orthopedic & Sports Institute Of The Fox Valley Sc 401(k) Profit Sharing Plan
Sponsored by Orthopedic & Sports Institute Of The Fox Valley Sc · EIN 161625172 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 75
- With balances
- 142
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 |
|---|---|---|
| North Star Asset Management Inc CRD 106489 | deterministic · 100% | 2024 |
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North Star Asset Management, Inc. | Investment management | $53,059 |
| Cliftonlarsonallen Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $23,601 |
| American Trust Company | Recordkeeping | $6,957 |
| Map Retirement Usa Llc | Recordkeeping | $1,600 |