Oci Holdings 401(k) Plan
Sponsored by Oci Holdings, Llc · EIN 800794869 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 441
- With balances
- 474
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $31,160 |
| Equitable Advisors. | Investment advisory (plan), Recordkeeping fees, Direct payment from the plan | $16,363 |
| Sanctuary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $13,905 |