Operationsinc 401(k) Retirement Plan
Sponsored by Operationsinc Llc · EIN 061616383 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 0
- With balances
- 55
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 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 | Direct payment from the plan, Recordkeeping fees | $34,899 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan), Direct payment from the plan | $22,202 |
| Capossela, Cohen, Llc | Accounting, Direct payment from the plan | $13,881 |
| The Benefit Practice | Contract administrator, Direct payment from the plan | $11,921 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $7,414 |