AUMdb

Oldenburg Group Incorporated Savings Plan

Sponsored by Oldenburg Group Incorporated · EIN 390943085 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
78
With balances
196

Plan year beginning 01/01/2024 · 401(k)

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
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $11,550
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $8,178
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0