Office Management Systems, Inc. 401(k) And Profit Sharing Plan
Sponsored by Office Management Systems, Inc. · EIN 640679888 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 160
- With balances
- 171
Plan year beginning 01/01/2024 · 401(k)
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 Retirement Services | Contract administrator | $68,785 |
| Stifel Nicolaus And Co Inc | Other commissions | $39,846 |
| T. E. Lott And Company | Recordkeeping fees | $13,526 |