Agc Of Oklahoma 401(k) Retirement Plan
Sponsored by Oklahoma Chapter, Builders Division Of Agc Of America, Inc. · EIN 730132794 · Plan #333
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 371
- With balances
- 438
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $43,484 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $27,099 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,871 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $3,624 |