Obr Cooling Towers 401 K/Profit Sharing Plan
Sponsored by Obr Cooling Towers, Inc. · EIN 311516832 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 206
- With balances
- 195
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $13,658 |
| Securities America Inc | Investment advisory (plan) | $6,273 |
| Dyatech Llc | Other fees | $4,522 |
| Capital Group Retirement Plan | Recordkeeping fees | $750 |