Ortho Benefits Corp.'s EIN is 47-1797746.
Download the official 2024 Form 5500 (PDF) for Ortho Benefits Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ortho Benefits Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $28.1M | 95.5% |
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ADVUS FINANCIAL PARTNERS, LLC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWN SECURITIES, INC | 65-0939556 | — | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORTHO BENEFITS CORP. | — | PALM BEACH GARDENS, FL | TRUSTEE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EJREYNOLDS, INC. | 59-2265857 | — | THIRD PARTY ADMIN | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO ,LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $4K | — |
