Ottawa University Dc Plan
Sponsored by Ottawa University · EIN 480543772 · Plan #001
- Total assets
- $41.3M
- Net assets
- $41.3M
- Active participants
- 392
- With balances
- 711
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Recordkeeping fees, Account maintenance fees | $77,692 |
| Mariner Wealth Advisors | Investment advisory (plan) | $42,423 |
| New Pinnacle Consulting Group, Llc | Consulting (general) | $4,710 |