Ontario Refrigeration Service, Inc. 401(k) Profit Sharing Plan
Sponsored by Ontario Refrigeration Service, Inc. · EIN 952750584 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 285
- With balances
- 435
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 |
|---|---|---|
| Pasadena Private Wealth, Llc CRD 295178 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pasadena Private Wealth Llc | Investment advisory (plan) | $63,384 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $42,467 |
| Empower Advisory Group Llc | Investment management | $13,437 |
| Ascensus Holding Inc Dba Futureplan | Contract administrator | $7,100 |