Opticsplanet, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Opticsplanet, Inc. · EIN 364397726 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.8M
- Active participants
- 354
- With balances
- 335
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 |
|---|---|---|
| The August Wealth Management Group CRD 314683 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aurum Wealth Management Group | Investment advisory (plan) | $24,547 |
| Plante Moran Pllc | Other fees | $23,000 |
| Cbiz Benefits & Ins Services Inc. | Contract administrator | $14,087 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,535 |