AUMdb

Olympia / Fandango / Legends 401 K Plan

Sponsored by Olympia Companies, Llc · EIN 275285347 · Plan #002

Total assets
$9.8M
Net assets
$9.8M
Active participants
597
With balances
584

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
Cliftonlarsonallen Accounting $18,900
Farther Finance, Inc. Investment advisory (plan) $11,250
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,495
Goldman Sachs Personal Financial Finders' fees/placement fees $0