Ottawa Dental Laboratory, Llc Employees' Profit Sharing Plan
Sponsored by Ottawa Dental Laboratory, Llc · EIN 471285501 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 363
- With balances
- 313
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 |
|---|---|---|
| Strategic Wealth Partners Llc CRD 336564 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Wealth Partners, Llc | Investment advisory (plan) | $33,606 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,254 |
| Strategic Wealth Partners Group | Investment management, Direct payment from the plan | $8,378 |
| Howard Simon & Associates,Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $4,770 |