AUMdb

Orcon Industries Corp. 401(k) Plan

Sponsored by Orcon Industries Corp. · EIN 161432943 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
176
With balances
130

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,725
La Salle Street Securities, Llc Finders' fees/placement fees $0