AUMdb

The Orvis Company 401(k) Plan

Sponsored by The Orvis Company, Inc. · EIN 030215459 · Plan #002

Total assets
$105M
Net assets
$105M
Active participants
1,728
With balances
2,006

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $152,672