Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Plan
Sponsored by Iowa Orthopaedic Center, P.C. · EIN 420981845 · Plan #001
- Total assets
- $68.9M
- Net assets
- $68.9M
- Active participants
- 364
- With balances
- 421
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 |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
| Mokosak Advisory Group, Llc CRD 287538 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
| Foster Group, Inc. CRD 107148 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $66,663 |
| Foster Group | Investment advisory (participants) | $46,413 |
| Steele Capital Management, Inc. | Investment advisory (participants) | $28,335 |
| Iowa Financial Partners | Investment advisory (participants) | $17,700 |
| Mokosak Advisory Group, Llc | Investment management, Securities brokerage | $12,950 |
| Lpl Financial | Investment management, Securities brokerage | $12,732 |
| Fidelity | Investment advisory (plan) | $7,966 |
| Mariner Wealth Advisors | Investment advisory (participants) | $7,221 |
| Principal Securities | Insurance brokerage commissions | $5,044 |