Overland West, Inc. 401(k) Profit Sharing Plan
Sponsored by Overland West, Inc. · EIN 870440922 · Plan #001
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 245
- With balances
- 319
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Consulting (pension), Direct payment from the plan | $58,704 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $42,617 |
| Morningstar Retirement Manager | Investment advisory (participants), Investment advisory (plan), Investment management | $540 |
| Adp Broker Dealer | Other services, Other fees | $0 |