AUMdb

Oremor Mgmt. And Investment Co. 401(k) Retirement Savings Plan

Sponsored by Oremor Mgmt. And Investment Co. · EIN 330152532 · Plan #001

Total assets
$93.3M
Net assets
$93.3M
Active participants
1,869
With balances
2,160

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 $184,826
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $105,976
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0