O'hara Corporation 401(k) Savings And Investment Plan
Sponsored by O'hara Corporation · EIN 010314950 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.6M
- Active participants
- 363
- With balances
- 261
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 |
|---|---|---|
| Guidance Point Retirement Services, Llc CRD 161000 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $41,226 |
| Guidance Point Retirement Services | Investment advisory (plan), Direct payment from the plan | $15,344 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |