AUMdb

Opuscare Management Llc 401(k) Safe Harbor Plan

Sponsored by Opuscare Management Llc · EIN 814278711 · Plan #002

Total assets
$6.1M
Net assets
$6.1M
Active participants
556
With balances
168

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Investment management, Shareholder servicing fees $10,774
Nationwide Investment management, Shareholder servicing fees $2,336
Proaccount Investment management, Shareholder servicing fees $1,493
Nationwide Retirement Plans Investment management, Shareholder servicing fees $609
First Horizon Advisors Inc Investment management, Shareholder servicing fees $0
First Horizon Advisors Inc Investment management, Shareholder servicing fees $0