Oakpoint 401(k) Plan
Sponsored by Lc Services 1, Llc Dba Oakpoint · EIN 833239171 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 642
- With balances
- 389
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $81,859 |
| Usi Securities Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |