Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan
Sponsored by Southern Oregon Orthopedics, Inc. · EIN 930587572 · Plan #001
- Total assets
- $26.8M
- Net assets
- $26.8M
- Active participants
- 268
- With balances
- 264
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Moss Adams Wealth Advisors Llc CRD 108917 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $72,614 |
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $29,866 |
| Moss Adams Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $19,504 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |