AUMdb

Olhsa Profit Sharing Retirement Plan

Sponsored by Oakland Livingston Human Service Agency · EIN 381785665 · Plan #001 · Pontiac, MI

Total assets
$16.5M
Net assets
$16.5M
Active participants
302
With balances
358

Plan year beginning 04/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Uhy Advisors, Inc. Other fees $891,518
Michigan Benefit Consulting, Inc. Recordkeeping, Consulting (pension), Other services $160