Osi Restaurant Partners, Llc Salaried Employees 401(k) Plan And Trust
Sponsored by Osi Restaurant Partners, Llc · EIN 593061413 · Plan #002
- Total assets
- $195M
- Net assets
- $195M
- Active participants
- 4,894
- With balances
- 4,491
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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 Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $131,724 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $69,065 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,277 |
| Cbiz Cpas P.C. | Accounting | $25,200 |