AUMdb

Orthounited, Inc. 401 K Profit Sharing Plan

Sponsored by Orthounited, Inc. · EIN 341032526 · Plan #001

Total assets
$33.6M
Net assets
$33.6M
Active participants
241
With balances
343

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $29,100
Empower Annuity Insurance Company Recordkeeping fees $18,926
Trinity Pension Consultants Inc Contract administrator $18,904
Empower Financial Services, Inc. Shareholder servicing fees $0