Ohio Business Machines Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Ohio Business Machines Llc · EIN 050536722 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 54
- With balances
- 62
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 |
|---|---|---|
| Cleveland Wealth, Llc CRD 282196 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $9,665 |
| Cleveland Wealth | Investment advisory (participants) | $6,906 |