The Savings & Investment Plan For Employees Of Oberg Industries Llc
Sponsored by Oberg Industries, Llc · EIN 832134609 · Plan #003
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 693
- With balances
- 858
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $73,063 |
| Ubs Financial Services Inc | Investment advisory (plan) | $64,932 |