Jacksonville Orthopaedic Institue, Inc. 401(k) Salary Reduction Plan & Trust
Sponsored by Jacksonville Orthopaedic Institute, Inc. · EIN 593120987 · Plan #001
- Total assets
- $80.9M
- Net assets
- $80.9M
- Active participants
- 388
- With balances
- 528
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovest Portfolio Solutions Llc | Investment advisory (plan) | $94,282 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $42,186 |