AUMdb

Odw Logistics, Inc. 401(k) Retirement Plan

Sponsored by Odw Logistics, Inc. · EIN 310807991 · Plan #001

Total assets
$38.9M
Net assets
$38.9M
Active participants
1,772
With balances
1,035

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $94,859
Everhart Financial Group Inc Investment advisory (plan) $44,718