12 Oaks Management Services In 401(k) Profit Sharing Plan & Trust
Sponsored by 12 Oaks Management Services In · EIN 752418094 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 1,382
- With balances
- 361
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 |
|---|---|---|
| Erisa Fiduciary Services, Inc. | Contract administrator | $66,538 |
| Paychex, Inc. | Recordkeeping | $13,783 |
| Levelized Compensation Advisor | Investment advisory (plan) | $11,268 |