Opn Architects, Inc. Profit Sharing Plan
Sponsored by Opn Architects, Inc. · EIN 421043334 · Plan #002
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 110
- With balances
- 140
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 |
|---|---|---|
| City State Bank | Trustee (institutional) | $135,917 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |