Occunet, Llc 401(k) Plan
Sponsored by Occunet, Llc · EIN 271563468 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 202
- With balances
- 199
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 |
|---|---|---|
| Cwm, Llc | Investment advisory (plan), Direct payment from the plan | $34,411 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,983 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $414 |