O'brien Group 401(k) Plan
Sponsored by O'brien Steel Service Co. · EIN 370991960 · Plan #333
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 422
- With balances
- 445
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 |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $42,984 |
| Charles Schwab Trust Bank | Custodial (securities) | $2 |
| Charles Schwab And Co. Inc. | Shareholder servicing fees | $0 |