AUMdb

Myorthos 401(k) Plan

Sponsored by Myorthos Holdings, Llc · EIN 844014676 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2025

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $26,127
Morgan Stanley Smith Barney Llc Investment advisory (participants) $18,193
Baker Tilly Us, Llp Accounting $15,122

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251015100605NAL0002213779001
01/01/2024 $21.6M 612 ack 20250821120128NAL0002059091001