O & A Inc. And Affiliates 401(k) Plan
Sponsored by Long Lewis Ford Of The Shoals, Inc. · EIN 631171028 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 856
- With balances
- 528
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $92,740 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $53,420 |