Ortho 401(k) Solutions
Sponsored by Ortho Benefits Corp · EIN 471797746 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 202
- With balances
- 323
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advus Financial Partners, Llc | Investment advisory (plan) | $53,173 |
| Empower Annuity Insurance Company | Recordkeeping fees | $38,769 |
| Ejreynolds, Inc. | Contract administrator | $23,430 |
| Empower Advisory Group, Llc | Investment management | $11,691 |
| Ortho Benefits Corp. | Trustee (directed) | $8,013 |
| Creative Planning Holdco ,Llc | Investment advisory (plan) | $4,463 |
| Gwn Securities, Inc | Other commissions | $0 |