Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 24 in 2023
Providers › Orgel Wealth Management
Orgel Wealth Management
- Service provider, as named on Schedule C
- EIN 462793932
- Plan year 2024
- Direct compensation reported $1,286,566
Assets of those plans
$890,434,684
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,286,566
96% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 21 |
| 26 | Investment advisory (participants) | 16 |
| 50 | Direct payment from the plan | 4 |
| 70 | Consulting fees | 4 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 17 | Consulting (pension) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Marathon Cheese Employee's 401(k) Retirement Plan | Marathon Cheese | $205,464,422 | 2,846 | $153,964 |
| Rice Lake Weighing Systems Employees Profit Sharing Plus Plan | Rice Lake Weighing Systems | $91,672,389 | 878 | $112,639 |
| Bauer Built Employee 401(k) Benefit Plan | Bauer Built | $83,091,222 | 756 | $118,462 |
| Summit Dental Consulting 401(k) Profit Sharing Plan | Summit Dental Management S.C. | $62,978,659 | 513 | $85,840 |
| Orthopaedic Associates of Wisconsin, S. C. Profit Sharing Plan | Orthopaedic Associates of Wisconsin S.C. | $53,224,459 | 296 | $51,575 |
| Oakleaf Clinics, Inc. Profit Sharing Planrecordkeeper | Oakleaf Clinics | $49,225,067 | 437 | $86,254 |
| Bone & Joint Clinic, S.C. 401(k) Plan | Bone & Joint Clinic S.C. | $44,670,408 | 365 | $38,278 |
| Black River Memorial Hospital Retirement Savings Plan | Black River Health | $37,803,606 | 389 | $66,797 |
| Mathews Archery, Inc. 401(k) Plan | Mathews Archery | $36,603,934 | 404 | $78,221 |
| Markquart, Inc. 401(k) Profit Sharing Plan | Markquart | $32,157,120 | 464 | $54,672 |
| Eye Clinic of Wisconsin, S. C. Profit Sharing Plan | Eye Clinic of Wisconsin S.C. | $27,894,842 | 255 | $47,251 |
| Metastar, Inc. Profit Sharing Plan and Trust | Metastar | $27,198,547 | 133 | $58,671 |
| Huntsinger Farms, Inc. 401(k) & Profit Sharing Plan | Huntsinger Farms | $27,164,808 | 321 | $53,024 |
| Oakleaf Surgical Hospital LLC Profit Sharing Plan | Oakleaf Surgical Hospital | $24,586,034 | 464 | $47,752 |
| Simko Support Center LLC 401(k) Profit Sharing Plan | Simko Support Center | $20,309,139 | 403 | $45,911 |
| Mississippi Welders Supply Co., Inc. 401(k) Profit Sharing Plan | Mississippi Welders Supply | $18,325,992 | 220 | $38,051 |
| Spectrum Insurance Group, LLC 401(k) Profit Sharing Plan | Spectrum Insurance Group | $15,167,960 | 187 | $38,655 |
| Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan | Macdonald & Owen Veneer & Lumber | $14,795,144 | 156 | $28,322 |
| Mastercraft Industries, Inc. 401(k) Plan | Mastercraft Industries | $10,788,267 | 185 | $27,755 |
| Dental Crafters, Inc. 401(k) Profit Sharing Plan | Dental Crafters | $6,921,227 | 112 | $25,642 |
| Magnolia Capital Management Company, Inc. 401(k) Plan | Magnolia Capital Management | $391,438 | 92 | $1,970 |
| Ardisam, Inc. 401(k) Profit Sharing Plan | Ardisam | $0 | 0 | $26,860 |
| Vail-summit Orthopaedics, PC 401k Profit Sharing Plan | Vail-summit Orthopaedics | $0 | 0 | $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.