Vail Summit Orthopaedics, Pc 401 K Profit Sharing Plan
Sponsored by Vail Summit Orthopaedics, P.C. · EIN 680501385 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group, Inc. | Recordkeeping, Participant loan processing, Distribution (12b-1) fees | $0 |
| Orgel Wealth Management | Investment advisory (plan), Other fees | $0 |