AUMdb

O.K. Tire Store, Inc. 401(k) Profit Sharing Plan

Sponsored by O.K. Tire Store, Inc. · EIN 450274667 · Plan #002

Total assets
$9.9M
Net assets
$9.9M
Active participants
221
With balances
198

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
Future Bright, Llc CRD 177521 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Future Bright Llc Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $18,000
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $9,436