Outform Group, Inc. Union 401(k) Plan
Sponsored by Outform Group, Inc. · EIN 362059719 · Plan #003
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 102
- With balances
- 76
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 |
|---|---|---|
| Strategic Wealth Partners Llc CRD 336564 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Wealth Partners Llc | Investment advisory (plan), Direct payment from the plan | $6,036 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant communication | $4,122 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |