Osf International 401(k) Plan
Sponsored by Osf International, Inc. · EIN 910889806 · Plan #002
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 1,199
- With balances
- 259
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 96% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney L.L.C. | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $42,702 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $13,319 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Other fees | $11,093 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,211 |
| Voya Retirement Ins. & Annuity Co. | Recordkeeping fees | $0 |
| Pension Plan Specialists | Other services | $0 |