Plans listing this provider
96
0.17% of the 56,420 plans with Schedule H financials; 87 in 2023
Providers › Orenda Retirement LLC
Orenda Retirement LLC
- Service provider, as named on Schedule C
- EIN 364877979
- Plan year 2024
- Direct compensation reported $2,484,366
Assets of those plans
$2,101,442,859
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,484,366
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 94 |
| 99 | Other fees | 93 |
| 50 | Direct payment from the plan | 89 |
| 49 | Other services | 86 |
| 10 | Accounting (including auditing) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 59 | Shareholder servicing fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jackson Healthcare 401(k) Savings Plan | Jackson Healthcare | $210,603,859 | 2,826 | $103,925 |
| GID Investment Advisers Savings & Retirement Plan | GID Investment Advisers | $139,278,997 | 1,657 | $0 |
| Buffalo Rock Co. 401(k) Retirement Plan | Buffalo Rock | $115,762,566 | 2,389 | $191,287 |
| Brook & Whittle Limited Section 401(k) Profit Sharing Plan | Brook & Whittle | $91,905,796 | 1,959 | $8,400 |
| Miller Industries, Inc.401(k) Plan | Miller Industries | $63,050,647 | 1,390 | $49,984 |
| Education Affiliates, Inc. 401(k) Plan | Education Affiliates | $46,669,189 | 1,843 | $75,319 |
| SPS North America Inc. 401(k) Plan | SPS North America | $43,096,554 | 3,010 | $304,848 |
| Four Winds 401(k) Savings and Investment Plan | Four Winds | $42,196,422 | 512 | $0 |
| Niles Bolton Associates, Inc. Incentive Savings Plan | Niles Bolton Associates | $41,734,426 | 184 | $3,705 |
| Mbci Tribal Government Enterprise 401(k) Plan | Choctaw Resort Development Enterprise | $40,738,205 | 2,269 | $85,229 |
| Conference Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Conference Technologies | $40,574,182 | 938 | $17,250 |
| HSO 401(k) Plan | AKA Enterprise Solutions | $40,360,793 | 307 | $7,352 |
| Catalyst Medical Group, PLLC Retirement Plan | Catalyst Medical Group | $39,529,884 | 238 | $20,827 |
| L.N.K. International, Inc. Retirement Plan | L.N.K. International | $39,391,705 | 760 | $36,558 |
| HBC Retirement Plan | Hudson Bay Capital Management | $38,544,361 | 229 | $1,697 |
| Avanquest North America LLC. Retirement Plan | Avanquest North America | $32,883,575 | 425 | $61,032 |
| Sagility 401(k) Plan | Sagility Operations | $31,255,970 | 1,294 | $350,786 |
| Ridgeline International 401(k) Plan | Ridgeline International | $31,147,301 | 234 | $3,000 |
| Berje, Inc. Retirement Plan | Berje | $29,225,106 | 193 | $4,750 |
| Teads, Inc. 401(k) Plan | Teads | $29,193,604 | 341 | $4,650 |
| I2C Synergy, Inc 401(k) Profit Sharing Plan | I2C Synergy | $29,033,616 | 139 | $3,875 |
| Avant Healthcare Professionals 401(k) Profit Sharing Plan | Avant Healthcare Professionals | $25,575,153 | 1,778 | $77,224 |
| Entech Engineering PC 401(k) Retirement Savings Plan | Entech Engineering | $24,024,157 | 296 | $8,342 |
| Autotec 401(k) Plan | Woodcrest Services | $23,473,340 | 136 | $1,430 |
| Freedom Care 401(k) Plan | Freedom Care | $23,436,876 | 26,101 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.