Orcutt Winslow 401(k) Savings & Retirement Plan
Sponsored by Orcutt Winslow, Lllp · EIN 860271027 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 0
- With balances
- 43
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 |
|---|---|---|
| Securities America Advisors | Investment advisory (plan) | $51,257 |
| Mgks | Contract administrator | $25,650 |
| Empower Annuity Ins. Co. | Recordkeeping fees | $22,285 |
| Empower Advisory Group | Investment management | $8,486 |
| Envestment Retirement Solutions | Other fees | $5,127 |