Paradigm Oral Health 401(k) Profit Sharing Plan
Sponsored by Ois Management Services, Llc D/B/A Paradigm Oral Health · EIN 834600504 · Plan #001
- Total assets
- $46.1M
- Net assets
- $46.1M
- Active participants
- 1,800
- With balances
- 1,113
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Op Co Llc | Recordkeeping fees, Account maintenance fees | $35,805 |
| Alliant Retirement Services | Investment advisory (plan) | $25,811 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $11,762 |
| Strategic Advisors Inc | Investment advisory (plan) | $344 |