AUMdb

Olin Partnership, Ltd. 401(k) Plan

Sponsored by Olin Partnership, Ltd. · EIN 232105286 · Plan #002

Total assets
$15.9M
Net assets
$15.9M
Active participants
70
With balances
114

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
The Conestoga Group Investment advisory (participants) $15,400
Newport Trust Company Recordkeeping, Participant loan processing, Participant communication $14,167
Associated Benefit Planners, Ltd. Other fees $12,205