The Oriental Bank Coda Profit Sharing Plan
Sponsored by Oriental Bank · EIN 660259436 · Plan #002
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 2,052
- With balances
- 2,686
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New Edge Advisors, Llc. | Investment management fees (direct) | $75,329 |
| Expand Financial Llc | Investment management fees (direct) | $72,313 |