AUMdb

Ortholonestar 401(k) Retirement Plan

Sponsored by Ortholonestar, Pllc · EIN 842136648 · Plan #001

Total assets
$231M
Net assets
$231M
Active participants
1,002
With balances
1,387

Plan year beginning 01/01/2024 · 401(k)

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
John Hancock Recordkeeping $124,302
The Mandmarblestone Group Llc Legal $56,223