Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan
Sponsored by Orthopaedic Associates Of Wisconsin, S.C. · EIN 391101566 · Plan #003
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 164
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management, Llc | Investment advisory (plan), Other fees | $0 |