Marks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing Plan
Sponsored by Marks, O'neill, O'brien, Doherty & Kelly, P.C. · EIN 232421281 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 183
- With balances
- 0
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping fees, Other investment fees and expenses | $59,122 |
| Securities America Inc | Investment management | $0 |
| Osaic Wealth Inc | Investment management | $0 |