Orthonj 401(k) Plan
Sponsored by Orthonj, Llc · EIN 824413259 · Plan #001
- Total assets
- $174M
- Net assets
- $174M
- Active participants
- 719
- With balances
- 966
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 |
|---|---|---|
| Kb Financial Partners | Investment advisory (plan) | $266,234 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $15,255 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Named fiduciary | $0 |