Orepac Savings And Investment Plan
Sponsored by Orepac Holding Company · EIN 930670556 · Plan #001
- Total assets
- $66.9M
- Net assets
- $66.9M
- Active participants
- 953
- With balances
- 1,178
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Northwest Capital Management Inc CRD 108091 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $81,144 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $61,103 |
| Northwest Capital Management, Inc D | Investment advisory (plan) | $13,750 |
| Endeavor Retirement Llc | Legal | $3,040 |