Orlans P.C. 401(k) Plan
Sponsored by Orlans P.C. · EIN 383389922 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 252
- With balances
- 313
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $37,056 |
| Captrust Financial Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $33,048 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $5,166 |