Orion Real Estate Services, Inc. 401 K Plan
Sponsored by Orion Real Estate Services, Inc. · EIN 760156150 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 1,004
- With balances
- 999
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $50,329 |
| Baker Tilly Us, Llp | Accounting | $37,035 |
| Closed Dlr Sagepoint Financial Inc | Investment advisory (plan) | $19,175 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,244 |
| Osaic Wealth Inc | Investment advisory (plan) | $6,650 |