Onc 401(k) Plan
Sponsored by Ouzinkie Native Corporation · EIN 920045331 · Plan #001
- Total assets
- $39.1M
- Net assets
- $39.1M
- Active participants
- 2,284
- With balances
- 830
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Collaborative Wealth Management, Inc. CRD 142106 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Investment management | $72,088 |
| Collaborative Wealth Management | Investment advisory (plan) | $61,198 |
| Empower Advisory Group, Llc | Investment management | $30,425 |
| Bates & Company Inc | Contract administrator | $23,385 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $6,739 |