Orange Coast Title Family Of Companies Employee Savings Plan
Sponsored by Orange Coast Title Company · EIN 952871609 · Plan #001
- Total assets
- $73.2M
- Net assets
- $73.2M
- Active participants
- 625
- With balances
- 819
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | fuzzy_auto · 99% | 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 O | Recordkeeping fees | $228,197 |
| The Baldwin Group Wealth Advisors L | Investment advisory (plan) | $101,931 |
| Empower Advisory Group, Llc | Investment management | $8,840 |