Opentech Alliance 401(k) Profit Sharing Plan
Sponsored by Opentech Alliance, Inc. · EIN 450521427 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 163
- With balances
- 131
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 |
|---|---|---|
| Onyx Wealth Management, Llc CRD 332972 | fuzzy_auto · 95% | 2024 |
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Wealth Management | Investment advisory (plan) | $14,603 |
| Empower Annuity Insurance | Recordkeeping fees | $9,339 |
| Ascensus Holdings Inc Dba | Contract administrator | $6,080 |
| One Wealth Management | Investment advisory (plan) | $5,662 |
| Park Avenue Securities Llc | Investment advisory (plan) | -$5,294 |