Ocean Lakes Service Corporation Employee 401(k) Savings Plan
Sponsored by Ocean Lakes Service Corporation · EIN 570527712 · Plan #001
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 170
- With balances
- 216
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Sub-transfer agency fees, Recordkeeping, Consulting (pension) | $37,936 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $26,418 |
| Adp Broker Dealer | Other services, Other fees | $0 |