O'brien Automotive Group 401(k) Plan
Sponsored by Tom O'brien Co. · EIN 350816380 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 208
- With balances
- 200
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 |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $41,830 |
| Ascensus Llc | Participant loan processing, Other fees, Recordkeeping fees | $21,172 |