Roberts Oxygen Company, Inc. Profit Sharing Plan
Sponsored by Roberts Oxygen Company, Inc. · EIN 520822869 · Plan #002
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 516
- With balances
- 873
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
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 |
|---|---|---|
| M&T Bank Institutional Svcs Unit | Investment management fees (indirect), Securities brokerage commissions | $198,107 |
| Merrill Lynch Pierce, Fenner And S | Investment management fees (direct), Securities brokerage commissions, Sub-transfer agency fees | $77,534 |
| Heritage Investors | Investment advisory (plan), Direct payment from the plan | $14,403 |