On Site Management 401(k) Retirement Plan
Sponsored by On Site Management, Inc. · EIN 810445392 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 108
- With balances
- 155
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Insurance agents and brokers | $33,460 |
| Sannah M Brandt Llc Dba | Contract administrator | $17,872 |
| Empower Annuity Insurance Company | Recordkeeping fees | $16,316 |
| Alborn Uithoven Riekenberg | Accounting | $7,000 |
| Empower Advisor Group, Llc | Investment management | $6,257 |