Kennedy, White & Riggs Orthopaedic Surgery, 401(k) Plan
Sponsored by Kennedy, White & Riggs Orthopaedic Surgery · EIN 592227075 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 119
- With balances
- 128
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 |
|---|---|---|
| Level Four Advisory Services, Llc CRD 134086 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Level Four Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $31,433 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $17,516 |