Metastar, Inc. Profit Sharing Plan And Trust
Sponsored by Metastar, Inc. · EIN 391332612 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 76
- With balances
- 133
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan) | $58,671 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $41,232 |