AUMdb

Readycap Commercial 401(k) Plan

Sponsored by Readycap Commercial, Llc · EIN 461043031 · Plan #001

Total assets
$23.8M
Net assets
$23.8M
Active participants
214
With balances
286

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $71,185
Oppenheimer & Co Inc Investment advisory (plan) $23,449