The Orchestral Association Retirement Plan For Administrative Employees
Sponsored by The Orchestral Association · EIN 362167823 · Plan #002 · Chicago, IL
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 25
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Monticello Associates, Llc CRD 107392 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Segal Company | Actuarial | $40,420 |
| Plante Moran, Pllc | Accounting | $20,475 |
| Monticello Associates | Investment advisory (plan) | $10,079 |
| The Northern Trust Company | Contract administrator | $10,005 |