AUMdb

Orchid Island Juice Company 401(k) Profit Sharing Plan And Trust

Sponsored by Orchid Island Juice Company · EIN 593026924 · Plan #002

Total assets
$5.8M
Net assets
$5.8M
Active participants
223
With balances
137

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $13,505
Advus Financial Partners Llc Investment advisory (plan) $7,002
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $5,003
Payroll Integrations Inc Contract administrator $1,500