Oglethorpe, Inc. 401(k) Plan
Sponsored by Oglethorpe, Inc. · EIN 593586063 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 433
- With balances
- 125
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,996 |
| Harrell, Stine & Associates Llc | Accounting | $22,500 |
| Ubs Financial Services | Investment advisory (plan) | $15,558 |
| Retirement Solutions Specialists | Contract administrator | $8,026 |
| Empower Advisory Group | Investment management | $3,963 |