Open Dealer Exchange Llc 401(k) Plan
Sponsored by Open Dealer Exchange Llc · EIN 263331512 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 201
- With balances
- 227
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $39,464 |
| Mma Securities Llc | Investment advisory (plan) | $29,435 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $50 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |