AUMdb

Oblon, Mcclelland, Maier & Neustadt, Llp Retirement Plan

Sponsored by Oblon, Mcclelland, Maier & Neustadt, Llp · EIN 541080193 · Plan #001

Total assets
$102M
Net assets
$102M
Active participants
173
With balances
351

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nfp Retirement Inc Investment advisory (plan) $82,978
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $26,192
Baker Tilly Us Llp Accounting $12,075