The Orsini Group 401(k)
Sponsored by Orsini Pharmaceutical Services, Llc · EIN 320108171 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 370
- With balances
- 253
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
| 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 O | Recordkeeping fees | $37,077 |
| Prospera Financial Services Inc | Investment advisory (plan) | $17,197 |
| Empower Advisory Group, Llc | Investment management | $9,504 |