Illinois Bone And Joint Institute, Llc Profit Sharing And Savings Plan
Sponsored by Illinois Bone And Joint Institute, Llc · EIN 203845479 · Plan #001
- Total assets
- $287M
- Net assets
- $287M
- Active participants
- 2,354
- With balances
- 2,999
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 |
|---|---|---|
| Rothschild Investments | Consulting (general) | $116,127 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $40,437 |
| First American Bank | Consulting (pension) | $28,849 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$37,503 |