Orangewood Foundation 403(b) Plan
Sponsored by Orangewood Foundation · EIN 953616628 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 189
- With balances
- 134
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| J.Derek Lewis & Associates, Inc. CRD 122307 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| J. Derek Lewis & Associates, Inc. | Investment advisory (plan), Direct payment from the plan | $34,286 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $21,478 |