Aeg Retirement Plan
Sponsored by Opm Services, Llc · EIN 954891590 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 500
- With balances
- 352
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,211 |
| Wells Fargo Clearing Services | Investment advisory (plan) | $14,268 |
| Wells Fargo Advisors, Llc | Investment advisory (participants) | $3,944 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $1,230 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $150 |