Specialty Orthopedic Group Of Ms, Llc 401(k) Plan
Sponsored by Specialty Orthopedic Group Of Ms, Llc · EIN 474372269 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 191
- With balances
- 164
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $7,075 |
| T.E. Lott & Company | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |