Mypath 401(k) Retirement Plan
Sponsored by Oconomowoc Residential Programs, Inc. · EIN 391510207 · Plan #001
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 1,583
- With balances
- 2,167
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $219,791 |
| Spectrum Investment Advisors | Investment advisory (plan), Other investment fees and expenses | $84,897 |
| Newport Trust Company | Claims processing, Custodial (securities), Account maintenance fees | $10,977 |