Excelsior Orthopaedics, Llp 401(k) Profit Sharing Plan
Sponsored by Excelsior Orthopaedics Llp · EIN 161608040 · Plan #001
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 655
- With balances
- 808
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Sandhill Capital Partners Llc CRD 129800 | deterministic · 100% | 2024 |
| Bryant Woods Investment Advisors, Llc CRD 109379 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins And Annuity Co | Recordkeeping fees, Investment management fees (indirect), Other insurance wrap fees | $90,230 |
| Raymond James Financial Services | Investment advisory (plan) | $23,850 |
| Valiant Retire Inc. | Recordkeeping | $19,516 |
| Pratt Collard Buck Advisory Group | Investment advisory (plan) | $19,267 |
| Raymond James & Associates | Investment advisory (plan) | $12,139 |
| Sandhill Investment Management | Investment advisory (plan) | $10,591 |
| Landmark Wealth Management | Investment advisory (plan) | $9,276 |
| Burns/Nowakowski Group | Investment advisory (plan) | $8,502 |
| Commonwealth Equity Services | Investment advisory (plan) | $0 |