Profit Sharing Plan Of Ogletree, Deakins, Nash, Smoak & Stewart
Sponsored by Ogletree Deakins Nash Smoak & Stewart · EIN 571044820 · Plan #002
- Total assets
- $249M
- Net assets
- $249M
- Active participants
- 2,325
- With balances
- 1,931
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (participants) | $32,974 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,875 |