AUMdb

Connecticut Orthopaedic Specialists, Pc 401(k) Plan

Sponsored by Connecticut Orthopaedic Specialists P.C. · EIN 060855842 · Plan #002

Total assets
$115M
Net assets
$115M
Active participants
648
With balances
774

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
Hightower Advisors, Llc CRD 145323 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hightower Advisors Llc Investment advisory (plan) $57,770
The Angell Pension Group, Inc. Contract administrator $46,677
Procyon Partners Llc Dba Investment advisory (plan) $18,750
Teplitzky & Company Pc Accounting $8,500
Empower Annuity Ins Co Of America Recordkeeping fees $0