Orlando Health, Inc. Retirement Savings Plan 401 A
Sponsored by Orlando Health, Inc. · EIN 591726273 · Plan #002
- Total assets
- $458M
- Net assets
- $458M
- Active participants
- 10,132
- With balances
- 13,469
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Recordkeeping fees | $441,858 |
| Cap Financial Partners, Llc | Investment advisory (plan), Investment management fees (direct) | $52,012 |