Oge Energy Corp. Retirement Plan
Sponsored by Oge Energy Corp. · EIN 731481638 · Plan #001
- Total assets
- $281M
- Net assets
- $260M
- Active participants
- 730
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shapiro Capital Management Llc CRD 105581 | fuzzy_auto · 97% | 2024 |
| Agincourt Capital Management, Llc CRD 112096 | fuzzy_auto · 100% | 2024 |
| Tocqueville Asset Management Lp CRD 105690 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Nuance Investments, Llc CRD 148534 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Mgmt Trust Co | Plan administrator, Consulting (pension), Trustee (individual) | $565,966 |
| Shapiro Capital Mgt | Investment advisory (plan), Direct payment from the plan | $213,711 |
| Agincourt Capital Managment Llc | Investment advisory (plan), Direct payment from the plan | $115,564 |
| Tocqueville Asset Management Lp | Investment advisory (plan), Direct payment from the plan | $112,838 |
| Lord, Abbett & Co Llc | Investment advisory (plan), Direct payment from the plan | $110,229 |
| Nuance Investments Llc | Investment advisory (plan), Direct payment from the plan | $109,713 |
| Hoisington Inv Mgt Co | Investment advisory (plan), Direct payment from the plan | $63,646 |
| Andco Consulting Llc | Actuarial, Direct payment from the plan | $60,022 |