Scoi 401(k) Plan And Trust
Sponsored by Southern Ca Orthopedic Inst · EIN 953150156 · Plan #001
- Total assets
- $39.0M
- Net assets
- $39.0M
- Active participants
- 616
- With balances
- 635
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $63,443 |
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $30,000 |
| Hcvt Certified Public Accountants | Recordkeeping, Consulting (pension), Direct payment from the plan | $12,500 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $15 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |