AUMdb

Orchid Mps Holdings 401(k) Profit Sharing Plan

Sponsored by Orchid Mps Holdings, Llc · EIN 331498605 · Plan #001

Total assets
$106M
Net assets
$106M
Active participants
1,364
With balances
1,780

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $25,085
Strategic Advisors, Inc. Investment advisory (plan) $25,031