Ons Savings Plan
Sponsored by Ons Mso, Llc · EIN 841758967 · Plan #005
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 1,941
- With balances
- 1,495
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Securities America Inc. | Investment advisory (plan) | $94,595 |
| Osaic Wealth, Inc. | Other services | $61,908 |
| Wilkin Guttenplan | Accounting | $28,850 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $26,048 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$57,013 |