Owens & Minor 401(k) Savings And Retirement Plan
Sponsored by Owens & Minor, Inc. · EIN 541701843 · Plan #002
- Total assets
- $994M
- Net assets
- $994M
- Active participants
- 11,743
- With balances
- 17,269
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 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst. Oper. Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $621,596 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $342,361 |
| Captrust Financial Advisors | Consulting (general) | $84,496 |
| Kpmg | Accounting | $51,000 |
| Captrust | Investment management | $27,038 |
| Williams Mullen | Legal | $25,551 |