Centers For Advanced Orthopaedics, Llc 401(k) Profit Sharing Plan
Sponsored by Centers For Advanced Orthopaedics, Llc · EIN 454852156 · Plan #001
- Total assets
- $196M
- Net assets
- $196M
- Active participants
- 2,133
- With balances
- 2,595
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 |
|---|---|---|
| Chapin Davis, Inc CRD 28116 | deterministic · 100% | 2024 |
| Northstar Fiduciary Partners, Llc CRD 284994 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping | $176,306 |
| Chapin Davis, Inc. | Investment advisory (participants), Investment advisory (plan) | $129,438 |
| The Mandmarblestone Group Llc | Investment advisory (participants), Investment advisory (plan) | $95,149 |
| Northstar Fiduciary Partners, Llc | Investment advisory (plan) | $32,953 |