Office & Professional Employees Retirement Plan
Sponsored by Board Of Trustees Office & Professional Employees Ret Plan · EIN 911337614 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 2,658
- With balances
- 2,732
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 |
|---|---|---|
| Bac Capital Advisors Llc CRD 116816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping | $155,196 |
| Benefit Administration Company, Llc | Contract administrator, Recordkeeping, Consulting (general) | $151,495 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $62,650 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $12,600 |
| Bac Capital Advisors Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $9,600 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $8,700 |