Oakleaf Clinics, Inc. Profit Sharing Plan
Sponsored by Oakleaf Clinics, Inc. · EIN 274563392 · Plan #001
- Total assets
- $49.2M
- Net assets
- $49.2M
- Active participants
- 364
- With balances
- 437
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $119,362 |
| Orgel Wealth Management, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $86,254 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |