Applied Optoelectronics, Inc. 401(k) Plan
Sponsored by Applied Optoelectronics, Inc. · EIN 760533927 · Plan #001
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 368
- With balances
- 524
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $6,672 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $41 |
| Onedigital Investment Advisors | Other fees | $0 |
| Alliance Benefit Group Of Houston I | Other services | $0 |
| Voya Retire. Insurance & Annuity Co | Investment advisory (participants), Recordkeeping fees | $0 |