AUMdb

The Odom Corporation Salary Savings Plan And Trust

Sponsored by The Odom Corporation · EIN 910896486 · Plan #006

Total assets
$127M
Net assets
$127M
Active participants
2,316
With balances
1,745

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
Northwest Plan Services Recordkeeping, Participant loan processing, Sub-transfer agency fees $99,055
Pacific Portfolio Consulting Investment advisory (plan) $35,000
Charles Schwab Bank Custodial (securities) $28,263
Grant Thornton Llp Accounting $26,818