AUMdb

Owen Industries, Inc. Profit Sharing & 401(k) Plan

Sponsored by Owen Industries, Inc. · EIN 470618875 · Plan #001

Total assets
$24.7M
Net assets
$24.7M
Active participants
417
With balances
469

Plan year beginning 07/01/2024 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $47,487
Ascensus Contract administrator, Direct payment from the plan, Other services $34,631
Hub Investment Advisors, Inc. Investment advisory (plan), Direct payment from the plan, Investment management $24,983
Blackman And Associates Accounting, Direct payment from the plan $10,000