Orion Ics, Llc Profit Sharing Plan
Sponsored by Orion Ics, Llc · EIN 260307960 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 163
- With balances
- 256
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 |
|---|---|---|
| Charter Wealth Management, Inc. CRD 162299 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,266 |
| Charter Wealth Management Inc | Investment advisory (plan) | $20,000 |
| Empower Advisory Group, Llc | Investment management | $18,829 |