Opto 22 Money Purchase Pension Plan And Trust
Sponsored by Opto 22 · EIN 952896389 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 117
- With balances
- 130
Plan year beginning 06/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Financial Group | Trustee (institutional), Direct payment from the plan, Other fees | $42,440 |
| Wells Fargo Advisors | Consulting (general), Direct payment from the plan, Other fees | $28,872 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $204 |