Opensymmetry, Llc Employee Savings Trust
Sponsored by Opensymmetry, Llc · EIN 201835461 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 73
- With balances
- 92
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $17,619 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,809 |