Obermayer Rebmann Maxwell & Hippel Llp Retirement Plan
Sponsored by Obermayer Rebmann Maxwell & Hippel Llp · EIN 230549120 · Plan #002
- Total assets
- $85.3M
- Net assets
- $85.3M
- Active participants
- 202
- With balances
- 278
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Claims processing, Recordkeeping, Custodial (other) | $41,460 |
| Merrill Lynch | Investment management, Investment management fees (direct) | $20,910 |
| Equitable Advisors | Consulting (general), Consulting fees, Direct payment from the plan | $12,347 |
| Stifel, Nicolaus & Company, Inc. | Consulting (general), Direct payment from the plan | $6,764 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $2,337 |
| Northwestern Mutual Nmwmc | Claims processing, Other insurance fees and expenses | $2,080 |
| Talcott Resolution Life Ins Co | Claims processing, Other insurance fees and expenses | $1,220 |