Oatey Co. Profit Sharing Retirement Trust And Savings Incentive Plan
Sponsored by Oatey Co. · EIN 340434900 · Plan #001 · Cleveland, OH
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 1,434
- With balances
- 1,615
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 Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $49,724 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $22,563 |
| Benesch Friedlander Coplan & Arono | Legal | $7,500 |