Tulsa Bone And Joint Associates Retirement Plan
Sponsored by Tulsa Bone And Joint Associates, Inc. · EIN 731551429 · Plan #001
- Total assets
- $45.3M
- Net assets
- $45.3M
- Active participants
- 319
- With balances
- 406
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisor Networks Llc | Investment advisory (plan) | $54,276 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $51,596 |
| Empower Advisory Group, Llc | Investment management | $14,049 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $12,208 |
| Pasi, Llc | Contract administrator | $8,384 |