Orndorff & Spaid, Inc. Profit Sharing Plan & Trust
Sponsored by Orndorff & Spaid, Inc. · EIN 520784590 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 150
- With balances
- 159
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Creative Planning | Investment management fees (direct), Securities brokerage commissions | $57,528 |
| Steward Parners Inv Solutions, Llc | Investment management fees (direct), Securities brokerage commissions | $44,352 |