Opeiu National Retirement Savings Plan
Sponsored by Board Of Trustees Of The Opeiu National Retirement Savings Plan · EIN 824669377 · Plan #001 · Westbury, NY
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 1,810
- With balances
- 2,052
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Fiduciary Advisor Advocates, Llc CRD 169039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marshall And Moss | Contract administrator, Direct payment from the plan | $97,612 |
| Pitta Llp | Legal, Direct payment from the plan | $92,007 |
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $88,701 |
| Rbc Wealth Management | Investment advisory (plan), Investment management fees (direct) | $74,965 |
| Accountable Advisory Services Llc | Other services, Direct payment from the plan | $40,452 |
| J.A. Mariano Agency | Insurance agents and brokers, Direct payment from the plan | $16,500 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $16,000 |
| Fiduciary Advisor Advocates Llc | Investment advisory (plan), Investment management fees (direct) | $5,692 |