The 401(a) Profit Sharing Plan Of Occupational Training Center Of Burlington County, Inc.
Sponsored by Occupational Training Center Of Burlington County, Inc. · EIN 221735360 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 702
- With balances
- 473
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Servcies | Recordkeeping, Participant communication | $40,757 |
| Morningstar Investment Management | Investment advisory (plan) | $17,269 |