Opal Services, Inc. 401(k) And Profit Sharing Plan
Sponsored by Opal Services, Inc. · EIN 461238563 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 154
- With balances
- 105
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 |
|---|---|---|
| Trott Brook Financial, Inc. CRD 290962 | deterministic · 100% | 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 | $12,503 |
| Trott Brook Financial | Investment advisory (plan) | $10,170 |