Onpoint Group, Llc 401(k) Plan
Sponsored by Onpoint Group, Llc · EIN 203601140 · Plan #001
- Total assets
- $60.4M
- Net assets
- $60.4M
- Active participants
- 1,703
- With balances
- 1,200
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $152,907 |
| Nfp Retirement Inc | Investment advisory (plan) | $75,000 |
| Flagel Huber Flagel & Co | Accounting | $16,300 |