Orbis Holdings Group, Llc 401(k) Savings & Investment Plan
Sponsored by Orbis Holdings Group, Llc · EIN 383279069 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 703
- With balances
- 157
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Uhy Llp | Accounting, Direct payment from the plan | $57,161 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,849 |
| M Holding Securities, Inc. | Investment advisory (plan), Direct payment from the plan | $19,826 |