Orchard, Hiltz & Mccliment Profit Sharing/401(k) Plan
Sponsored by Orchard, Hiltz And Mccliment, Inc. · EIN 381691323 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 743
- With balances
- 882
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 |
|---|---|---|
| Uhy, Llp | Accounting | $19,301 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,305 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,116 |