Watauga Orthopaedics, Plc 401(k) Profit Sharing Plan
Sponsored by Watauga Orthopaedics, Plc · EIN 621586264 · Plan #002
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 303
- With balances
- 273
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 |
|---|---|---|
| Purshe Kaplan Sterling Inv | Investment advisory (plan) | $65,655 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,469 |