J. M. Oliver 401(k) Retirement Plan
Sponsored by J.M. Oliver, Inc. · EIN 232287743 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 187
- With balances
- 258
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $38,083 |
| Mma Securities | Investment advisory (plan) | $36,621 |