Ovs 401 K Retirement Plan
Sponsored by Orchard And Vineyard Supply, Llc · EIN 814632490 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 318
- With balances
- 335
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 |
|---|---|---|
| Capital Advisors Wealth Management, Llc CRD 309387 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Advisors Wealth Mgmt | Investment advisory (participants) | $26,240 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $6,711 |