403(b) Thrift Plan For Employees Of Making Opportunity Count, Inc.
Sponsored by Making Opportunity Count, Inc. · EIN 042401111 · Plan #002
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 565
- With balances
- 642
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oneamerica Securities, Inc. CRD 4173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $7,471 |
| Oneamerica Securities Inc | Investment advisory (plan) | $2,946 |
| Envestnet Retirement Solutions, Llc | Other fees | $196 |
| Reliastar Life Insurance Company | Recordkeeping fees | $0 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |