Orthopaedic Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Orthopaedic Associates Inc. · EIN 351159676 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 163
- With balances
- 157
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 |
|---|---|---|
| Freeman, Will & Niemeier, Inc. CRD 121628 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $46,549 |
| Goldman Sachs Personal Financial | Investment advisory (plan) | $42,937 |
| Harding, Shymanski, & Company | Accounting | $17,525 |
| Freeman, Will, & Niemeier Inc | Investment advisory (participants) | $13,055 |
| United Capital Advisers Llc | Investment advisory (participants) | $9,808 |