AUMdb

Omniva 401(k) Plan

Sponsored by Omniva Llc · EIN 874310146 · Plan #001

Total assets
$28.7M
Net assets
$28.7M
Active participants
435
With balances
464

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $20,025
World Investment Advisors Investment advisory (plan), Direct payment from the plan $15,397