Orion Federal Credit Union 401(k) Plan
Sponsored by Orion Federal Credit Union · EIN 620586328 · Plan #002 · Memphis, TN
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 173
- With balances
- 227
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 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 | $40,216 |
| Mml Investor Services Llc | Investment advisory (plan) | $29,247 |