AUMdb

Oia Retirement And Savings Plan

Sponsored by Oregon International Air Freight Co. · EIN 930969642 · Plan #001

Total assets
$47.5M
Net assets
$47.5M
Active participants
408
With balances
585

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Float revenue $247,652
Sageview Advisory Group Investment advisory (plan) $42,302