Oakland Management Tax Deferred Savings Plan
Sponsored by Oakland Management Corp · EIN 383196699 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 1,005
- With balances
- 417
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $15,070 |
| United Of Omaha | Participant loan processing, Recordkeeping, Recordkeeping fees | $13,793 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $12,000 |
| Freedman & Goldberg Cpas | Accounting, Direct payment from the plan | $8,300 |