Lancaster Orthopedic Group, P.C. Profit Sharing 401(k) Plan
Sponsored by Lancaster Orthopedic Group, P.C. · EIN 232936169 · Plan #002
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 213
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valley Forge Investment Consultants | Investment advisory (participants), Investment advisory (plan) | $0 |
| Valley Forge Pension Mgt | Recordkeeping | $0 |