Opportunity Alliance 403(b) Plan
Sponsored by Opportunity Alliance · EIN 010274725 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 465
- With balances
- 593
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Service, Llc | Investment advisory (plan) | $39,011 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $22,354 |
| Hub International New England Llc | Contract administrator | $10,870 |
| Empower Advisory Group, Llc | Investment management | $5,283 |