Ortho Montana, Psc 401 K Profit Sharing Plan
Sponsored by Ortho Montana, Psc · EIN 810303109 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 97
- With balances
- 139
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Allied Investments Of Tennessee, Llc CRD 314512 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $41,525 |
| Wells Fargo Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $28,601 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,639 |
| Randall And Hurley | Contract administrator | $21,720 |
| Allied Investments | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $20,995 |
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $20,593 |
| Empower Advisory Group, Llc | Investment management | $11,936 |
| Rbc Wealth Management | Contract administrator, Investment advisory (participants), Investment advisory (plan) | $8,715 |