Orohealth Corporation Retirement Plan
Sponsored by Orohealth Corporation · EIN 942994776 · Plan #002
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 1,497
- With balances
- 984
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Investment management | $188,427 |
| Egps | Investment management | $58,306 |
| Armanino Llp | Accounting | $25,200 |