Optical Society Of America Defined Contribution Retirement Plan
Sponsored by Optical Society Of America · EIN 530259696 · Plan #001
- Total assets
- $67.4M
- Net assets
- $67.4M
- Active participants
- 141
- With balances
- 380
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Towneley Capital Management, Inc. CRD 169863 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Direct payment from the plan | $56,183 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $34,896 |
| Towneley Capital Mgmt Inc. | Investment advisory (plan), Direct payment from the plan | $6,500 |