On Services 401(k) Retirement Savings Plan
Sponsored by On Services, Llc · EIN 921256764 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 258
- With balances
- 166
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 |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $34,388 |
| Investment Research & Advisory | Investment advisory (plan) | $15,000 |