Oetiker Retirement Plan
Sponsored by Oetiker, Inc. · EIN 221753284 · Plan #001
- Total assets
- $52.3M
- Net assets
- $52.3M
- Active participants
- 366
- With balances
- 465
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $39,499 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,869 |