AUMdb

Oclc Supplemental Plan

Sponsored by Oclc, Inc. · EIN 310734115 · Plan #002

Total assets
$24.2M
Net assets
$24.2M
Active participants
920
With balances
297

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator, Securities brokerage commissions $19,732