Oakdale Seniors Alliance, Llc 401(k) Plan
Sponsored by Oakdale Seniors Alliance, Llc · EIN 882972429 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 1,668
- With balances
- 351
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping | $27,918 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $18,471 |
| Kelly Compton Investments Llc | Investment advisory (participants) | $12,552 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $1,292 |