AUMdb

Olympia Pharmaceuticals 401(k) Plan

Sponsored by Olympia Pharmaceuticals · EIN 463797500 · Plan #001

Total assets
$343K
Net assets
$343K
Active participants
203
With balances
151

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $2,140
Raymond James Financial Services Investment advisory (plan) $91