Obayashi Corporation Retirement Savings Plan
Sponsored by Obayashi Corporation · EIN 990117408 · Plan #001
- Total assets
- $52.2M
- Net assets
- $52.2M
- Active participants
- 192
- With balances
- 293
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $64,496 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $35,000 |
| Clifton Larson Allen Wealth Advisor | Other fees | $14,472 |
| Raymond James Financial Services | Investment advisory (plan) | $0 |