Retirement Plan For Employees Of The O'connell Companies, Inc.
Sponsored by The Oconnell Companies, Inc. · EIN 042669288 · Plan #017
- Total assets
- $60.4M
- Net assets
- $60.4M
- Active participants
- 140
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal | Actuarial, Direct payment from the plan, Consulting (pension) | $51,700 |
| Fiducient Advisors Llc | Investment management, Investment management fees (direct) | $34,272 |
| Meyers Brothers Kalicka | Accounting, Direct payment from the plan | $12,900 |