AUMdb

Orthoalliance 401(k) Plan

Sponsored by Orthoalliance Mso, Llc · EIN 842250518 · Plan #001

Total assets
$233M
Net assets
$233M
Active participants
2,440
With balances
3,066

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Latitutde Service Company Other fees $66,090
Voya Retirement Advisors, Llc Investment advisory (participants) $48,235
Barnes Dennig Other fees $6,500