Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan
Sponsored by Orthopaedic Specialty Institute Medical Group Of Orange County · EIN 330905995 · Plan #001
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 177
- With balances
- 233
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 |
|---|---|---|
| Mercury Advisory, Llc CRD 308960 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $62,637 |
| Newport Group, Inc. | Recordkeeping, Participant loan processing, Participant communication | $30,044 |
| Newport Trust Company | Claims processing, Custodial (securities), Trustee (institutional) | $8,091 |