AUMdb

Orr, Inc. 401(k) Profit Sharing Plan

Sponsored by Orr, Inc. · EIN 710393216 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
1,217
With balances
522

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $64,893
Empower Advisory Group, Llc Investment management $4,591
Linsco/Private Ledger Corp Other commissions $0