Ohio Transmission Holding Llc 401(k) Plan
Sponsored by Ohio Transmission Holding Llc · EIN 310655871 · Plan #004
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 1,761
- With balances
- 2,082
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $138,252 |
| Creative Planning Llc | Investment advisory (plan) | $80,700 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $74,602 |