Orlando Magic 401(k) Savings Plan
Sponsored by Orlando Magic, Ltd. · EIN 593089276 · Plan #001
- Total assets
- $39.0M
- Net assets
- $39.0M
- Active participants
- 333
- With balances
- 408
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial Services Llc | Investment advisory (plan) | $45,150 |
| Ameriprise Financial Inc Dba Columb | Investment advisory (plan) | $25,245 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $23,634 |
| Empower Advisory Group, Llc | Investment management | $16,513 |
| Davis Group Pa | Accounting | $11,600 |