Group O 401(k) Retirement Plan
Sponsored by Group O, Inc. · EIN 363823680 · Plan #001 · Milan, IL
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 861
- With balances
- 497
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $65,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $49,400 |