Orient Bancorporation Employee Retirement Plan
Sponsored by Bank Of The Orient · EIN 941732792 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 89
- With balances
- 151
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Reitrement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,886 |
| Innovest Portfolio Solutions Llc | Consulting (general), Investment advisory (plan) | $12,000 |