Center For Organ Recovery & Education 401(k) Profit Sharing Plan
Sponsored by Center For Organ Recovery & Education · EIN 251332885 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 213
- With balances
- 301
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 |
|---|---|---|
| Stratos Wealth Advisors Llc CRD 283816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $20,805 |
| Avantax Advisory Services Inc D | Investment advisory (plan) | $10,000 |
| Stratos Wealth Advisors Llc | Investment advisory (plan) | $10,000 |
| M2 B Retirement Consulting, Llc | Contract administrator | $675 |