Orion South, Inc. Profit Sharing Plan And Trust
Sponsored by Orion South, Inc. · EIN 720485984 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 0
- With balances
- 95
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hancock Whitney Bank | Investment advisory (plan) | $25,679 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $14,933 |