O&H Danish Bakery, Inc. 401(k) Plan
Sponsored by O&H Danish Bakery, Inc. · EIN 391258596 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 250
- With balances
- 114
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 |
|---|---|---|
| Johnson Wealth Inc. CRD 125557 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Johnson Bank | Trustee (institutional), Shareholder servicing fees, Investment advisory (plan) | $40,175 |
| Johnson Wealth Inc | Investment advisory (plan) | $1,374 |
| Empower Annuity Insurance Company | Recordkeeping fees | $500 |