Owl Companies 401(k) Plan
Sponsored by Owl Companies · EIN 951073804 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 924
- With balances
- 807
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $88,746 |
| Benefit Financial Services Group | Consulting (general), Investment advisory (plan), Direct payment from the plan | $34,679 |
| Bfsg, Llc | Investment advisory (plan), Direct payment from the plan | $11,572 |