Employees' Pension Plan Of American Ort, Inc.
Sponsored by Ort America, Inc. · EIN 135562424 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 3
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $89,388 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $8,527 |
| Hightower Advisors, Llc | Investment advisory (plan), Other fees | $0 |