Ofs Represented 401 K Plan
Sponsored by Ofs Fitel, Llc · EIN 621864622 · Plan #002
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 287
- With balances
- 452
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 |
|---|---|---|
| Warrenaverett, Llc | Accounting | $24,060 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,913 |
| Nfp Retirement, Inc | Investment advisory (plan) | $13,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,915 |