AUMdb

Ocean Network Express (North America) Inc. 401(k) Plan

Sponsored by Ocean Network Express (North America) Inc. · EIN 822563547 · Plan #001 · Richmond, VA

Total assets
$157M
Net assets
$157M
Active participants
873
With balances
1,089

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
Capfinancial Partners, Llc CRD 175112 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 $81,054
Captrust Investment advisory (plan) $52,651
Cohnresnick Llp Accounting $40,950