Open Systems International 401(k) Plan
Sponsored by Open Systems International, Inc. · EIN 411722211 · Plan #001 · Medina, MN
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 765
- With balances
- 110
Plan year beginning 07/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Principal Securities, Inc. | Other services, Other commissions, Investment advisory (plan) | $0 |