Office Works, Inc. 401(k) Plan
Sponsored by Officeworks, Inc. · EIN 043266064 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 163
- With balances
- 187
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan), Direct payment from the plan | $39,406 |
| The Vanguard Group, Inc. | Claims processing, Participant loan processing, Direct payment from the plan | $5,842 |