Omaha National Group Retirement Plan
Sponsored by Omaha National Group, Inc. · EIN 812982871 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 206
- With balances
- 271
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Insurance | Trustee (institutional), Recordkeeping | $40,147 |
| Proaccount | Investment advisory (participants) | $9,867 |
| Benefit Plans, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,313 |
| Cambridge Investment Research | Investment advisory (participants) | $0 |