Odl, Incorporated 401(k) Profit Sharing Plan And Trust
Sponsored by Odl, Incorporated · EIN 381374838 · Plan #001
- Total assets
- $66.6M
- Net assets
- $66.6M
- Active participants
- 358
- With balances
- 490
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 |
|---|---|---|
| Rmr Capital Management Llc CRD 285334 | fuzzy_auto · 98% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rmb Capital Management Llc | Investment advisory (plan) | $55,000 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $42,162 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $28,687 |