AUMdb

Ocean Fleet Services 401(k) Plan

Sponsored by Ocean Fleet Services, Inc. · EIN 823103392 · Plan #001

Total assets
$31.4M
Net assets
$31.4M
Active participants
468
With balances
264

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 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $54,594
Gallagher Benefit Services Inc Dba Investment advisory (plan) $24,676
Empower Advisory Group, Llc Investment management $22,916
Empower Financial Services, Inc. Securities brokerage $125
Empower Financial Services, Inc. Other investment fees and expenses $20
Empower Financial Services, Inc. Shareholder servicing fees $0
Empower Financial Services, Inc. Distribution (12b-1) fees $0