Orscheln Industries Retirement Program
Sponsored by Orscheln Industries · EIN 431465246 · Plan #001
- Total assets
- $66.4M
- Net assets
- $66.4M
- Active participants
- 532
- With balances
- 609
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $85,346 |
| Creative Planning Llc | Investment advisory (plan), Direct payment from the plan | $42,916 |
| Williams Keepers, Llc | Accounting, Direct payment from the plan | $37,050 |