Oppenheimer & Co. Inc. 401(k) Plan
Sponsored by Oppenheimer & Co. Inc · EIN 135657518 · Plan #001
- Total assets
- $700M
- Net assets
- $700M
- Active participants
- 2,914
- With balances
- 3,678
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $63,591 |
| Plante & Moran | Accounting | $54,200 |