Orion Bancorporation, Inc. Retirement Savings Plan
Sponsored by Orion Bancorporation, Inc. · EIN 363275237 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 82
- With balances
- 136
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors Inc | Investment advisory (plan) | $31,532 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,993 |