St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan
Sponsored by St. Cloud Orthopedic Associates, Ltd. · EIN 410966155 · Plan #002
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 133
- With balances
- 180
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $53,690 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $16,764 |