AUMdb

The Global Orphan Project 401(k) Plan

Sponsored by The Global Orphan Project, Inc. · EIN 816079539 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
177
With balances
200

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
Triune Financial Partners, Llc CRD 152277 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Triune Financial Partners Llc Investment advisory (participants), Investment advisory (plan), Investment management $16,363
American Funds Record Keeper Direct Recordkeeping, Investment management, Participant loan processing $6,205