AUMdb

Explorus 401(k) Retirement Plan

Sponsored by Ortega National Parks, Llc Dba Explorus · EIN 833712870 · Plan #001

Total assets
$2.8M
Net assets
$2.7M
Active participants
404
With balances
169

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $10,052
Erp National Llc Contract administrator $2,035
Capital Group Retirement Plan Servi Recordkeeping fees $1,100