AUMdb

R J. O'brien & Associates, Llc Profit Sharing And Savings Plan

Sponsored by R J. O'brien & Associates, Llc. · EIN 562667517 · Plan #004

Total assets
$108M
Net assets
$108M
Active participants
376
With balances
463

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
Empower Annuity Insurance Company O Recordkeeping fees $60,509