Ofs Brands Employee Savings Plan & Trust
Sponsored by Ofs Brands Holdings, Inc. · EIN 350279408 · Plan #001
- Total assets
- $97.3M
- Net assets
- $97.3M
- Active participants
- 1,641
- With balances
- 1,733
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $181,531 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $106,955 |
| Forvis Mazars,Llp(formerly Bkd Llp) | Accounting | $8,000 |