O & W, Inc. 401(k) Retirement Plan
Sponsored by O & W, Inc. · EIN 381540106 · Plan #003
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 173
- With balances
- 188
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 |
|---|---|---|
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 96% | 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 | $54,736 |
| Sequoia Financial Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $24,327 |