AUMdb

Oakley Transportation Group 401(k) Plan

Sponsored by Oakley Transportation Group, Inc. · EIN 471451534 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
896
With balances
343

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $79,345
Kestra Investment Services Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0