AUMdb

Orange Barrel Media, Llc 401(k) Plan

Sponsored by Orange Barrel Media, Llc · EIN 421636136 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
125
With balances
153

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
Iron Financial Llc CRD 106682 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Recordkeeping fees, Participant loan processing $2,104
Iron Financial Investment advisory (plan), Investment management $1,436
Nationwide Life Insurance Recordkeeping, Recordkeeping fees, Participant loan processing $359
Edward Da Sommer Investment advisory (plan), Legal, Participant loan processing $176
Nationwide Recordkeeping, Recordkeeping fees, Participant loan processing $17