Ort Tool & Die Corporation 401 K Profit Sharing Plan
Sponsored by Ort Tool & Die Corporation · EIN 381655920 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 99
- With balances
- 141
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Kmg Fiduciary Partners, Llc CRD 298331 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kmg Fiduciary Partners, Llc | Investment advisory (plan), Direct payment from the plan | $39,731 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $7,274 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $238 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |