AUMdb

Open Technology Solutions, Llc 401(k) Plan

Sponsored by Open Technology Solutions, Llc · EIN 200038158 · Plan #001

Total assets
$23.9M
Net assets
$23.9M
Active participants
201
With balances
251

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
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $2,810