Oss Retirement Savings And Investment Plan
Sponsored by Office Support Services, Llc · EIN 823549688 · Plan #002
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 520
- With balances
- 987
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc. | Consulting fees | $122,500 |
| Forvis Mazars, Llp | Direct payment from the plan | $15,750 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $7,196 |