Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan
Sponsored by Orthopaedic Institute Of Ohio, Inc. · EIN 311562435 · Plan #002
- Total assets
- $56.0M
- Net assets
- $56.0M
- Active participants
- 422
- With balances
- 423
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 |
|---|---|---|
| Investment advisory (participants) | $77,085 | |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $31,753 |
| Barnes Dennig | Accounting | $11,010 |
| Matrix Trust Company | Consulting (general) | $10,904 |