Woods Oviatt Gilman, Llp 401(k) Plan
Sponsored by Woods Oviatt Gilman, Llp · EIN 160902614 · Plan #001
- Total assets
- $61.8M
- Net assets
- $61.8M
- Active participants
- 192
- With balances
- 253
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 |
|---|---|---|
| Burke Group, Llc | Recordkeeping, Consulting (general), Participant communication | $93,007 |
| Ubs Financial Services, Inc. | Consulting fees | $45,000 |
| Newport Group | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |