AUMdb

Otj Architects Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Otj Architects Inc · EIN 521698957 · Plan #001

Total assets
$19.2M
Net assets
$19.2M
Active participants
217
With balances
284

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
Global Retirement Partners Llc CRD 172011 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners, Ll Investment advisory (participants) $33,486
John Hancock Usa Recordkeeping $16,741