Orlando Health Retirement Savings Plan 403 B
Sponsored by Orlando Health, Inc. · EIN 591726273 · Plan #003
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 39,761
- With balances
- 47,384
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | $1,378,303 |
| Cap Financial Partners, Llc | Investment advisory (plan), Investment management fees (direct) | $161,238 |