AUMdb

Owl Cyber Defense Solutions, Llc Retirement Plan

Sponsored by Owl Cyber Defense Solutions, Llc · EIN 522195633 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
227
With balances
270

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
Kelleher Financial Advisors, Llc CRD 126021 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Kelly Financial Advisors, Llc Investment advisory (plan) $63,190
Professional Capital Services, Llc Contract administrator, Recordkeeping, Consulting (general) $33,229