Orange Group 401(k) Plan
Sponsored by Orange Business Services · EIN 582261454 · Plan #001
- Total assets
- $474M
- Net assets
- $474M
- Active participants
- 494
- With balances
- 1,245
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 |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines | Investment advisory (participants), Direct payment from the plan | $142,546 |
| Troutman Pepper Llc | Legal, Direct payment from the plan | $121,970 |
| Mercer | Consulting (general), Direct payment from the plan | $119,178 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $102,457 |
| Citrin Cooperman | Accounting, Direct payment from the plan | $50,925 |
| Michael Berg Consulting, Llc | Consulting (general), Direct payment from the plan | $12,595 |