· 2022–2024 · DOL EFAST2
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KPB INSTITUTIONAL ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
147
Total plan assets
$29.6M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$13
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
ORTHOPEDIC ASSOCIATES OF SW OHIO INC.
ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN
CENTERVILLE, OH
Advisor / Consultant
147
$29.6M
$11K
$13
KPB INSTITUTIONAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
