AUMdb

Ocrolus 401(k) Plan

Sponsored by Ocrolus Inc. · EIN 813015642 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
69
With balances
145

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
Betterment For Business, Llc Investment advisory (plan), Recordkeeping fees $11,217