Corient Services LLC
Plan context: Corient Services LLC 401(K) Plan
EIN 87-3513335 • 4 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,200
2024 Assets
$267,239,063
2024 Contributions
$28,911,300
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,200 | $267,239,063 | $28,911,300 | $24,093iApproximate average salary by contribution assumption: employee only about $602,319 at 4% or $401,546 at 6%; with 50% employer match about $401,546 at 4% or $267,697 at 6%; with 100% employer match about $301,159 at 4% or $200,773 at 6%. |
| Corient Services LLC 401(K) Plan | - | 1,200 | $267,239,063 | $28,911,300 | $24,093iApproximate average salary by contribution assumption: employee only about $602,319 at 4% or $401,546 at 6%; with 50% employer match about $401,546 at 4% or $267,697 at 6%; with 100% employer match about $301,159 at 4% or $200,773 at 6%. |
| Corient Services Health and Welfare Benefit Plan | - | 1,137 | - | - | - |
| 2023 | 1 | 1,472 | $226,575,656 | $35,560,029 | $24,158iApproximate average salary by contribution assumption: employee only about $603,941 at 4% or $402,627 at 6%; with 50% employer match about $402,627 at 4% or $268,418 at 6%; with 100% employer match about $301,970 at 4% or $201,314 at 6%. |
| Corient Services LLC 401(K) Plan | - | 1,472 | $226,575,656 | $35,560,029 | $24,158iApproximate average salary by contribution assumption: employee only about $603,941 at 4% or $402,627 at 6%; with 50% employer match about $402,627 at 4% or $268,418 at 6%; with 100% employer match about $301,970 at 4% or $201,314 at 6%. |
| 2022 | 1 | 910 | $151,630,088 | $47,389,599 | $52,076iApproximate average salary by contribution assumption: employee only about $1,301,912 at 4% or $867,941 at 6%; with 50% employer match about $867,941 at 4% or $578,628 at 6%; with 100% employer match about $650,956 at 4% or $433,971 at 6%. |
| Corient Services LLC 401(K) Plan | - | 910 | $151,630,088 | $47,389,599 | $52,076iApproximate average salary by contribution assumption: employee only about $1,301,912 at 4% or $867,941 at 6%; with 50% employer match about $867,941 at 4% or $578,628 at 6%; with 100% employer match about $650,956 at 4% or $433,971 at 6%. |