Om Partners 401(k) Plan
Sponsored by Om Partners Usa, Inc. · EIN 134258197 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 194
- With balances
- 210
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Howard Simon & Associates, Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $21,344 |
| Pinkerton Financial Resources, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $15,073 |
| Sagepoint Finaincial Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $11,932 |
| Envestnet Retirement Solutions | Investment advisory (plan) | $6,902 |