AUMdb

Orlando Sports Holdings, Llc 401(k) Plan

Sponsored by Orlando Sports Holdings Llc · EIN 261550157 · Plan #001

Total assets
$3.4M
Net assets
$3.4M
Active participants
246
With balances
330

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 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
Empower Annuity Insurance Company Recordkeeping fees $8,912
Global Retirement Partners Llc Investment advisory (plan) $6,983
Wellth Advisory Services Llc Investment advisory (plan) $6,245
Empower Advisory Group, Llc Investment management $868