Orbitform Employees Retirement Savings Plan
Sponsored by Orbitform Group, Llc · EIN 383626671 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 87
- With balances
- 112
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 |
|---|---|---|
| Jack V. Butterfield Investment Company CRD 3998 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jack V Butterfield Investment Co | Investment advisory (plan) | $27,642 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,141 |