AUMdb

Ortho Molecular Products, Inc. 401(k) Plan

Sponsored by Ortho Molecular Products, Inc. · EIN 391558890 · Plan #001

Total assets
$35.7M
Net assets
$35.7M
Active participants
438
With balances
527

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
American Community Wealth Management, Llc CRD 147376 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
American Community Wealth Investment advisory (plan) $94,581
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,863