Oltmans Companies Profit Sharing Plan
Sponsored by Oltmans Companies · EIN 473698702 · Plan #001
- Total assets
- $92.8M
- Net assets
- $92.8M
- Active participants
- 143
- With balances
- 134
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Agincourt Capital Management, Llc CRD 112096 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Trust Co. | Trustee (institutional) | $82,109 |
| Wells Fargo Advisors | Investment management | $52,018 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $40,002 |
| Agincourt Capital Management, Llc | Investment management | $28,225 |
| Empower Advisory Group, Llc | Investment management | $22,368 |