Orion 401(k) Retirement Plan
Sponsored by Orion · EIN 710945404 · Plan #002
- Total assets
- $82.8M
- Net assets
- $82.8M
- Active participants
- 1,684
- With balances
- 936
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bok Financial | Investment advisory (plan) | $63,956 |
| Lpl Financial Llc | Finders' fees/placement fees | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$17,376 |