Oak Ridge Care Center Inc. 401(k) Plan
Sponsored by Oak Ridge Care Center, Inc. · EIN 391081647 · Plan #002
- Total assets
- $896K
- Net assets
- $896K
- Active participants
- 191
- With balances
- 176
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $12,143 |
| Peak Retirement Group | Contract administrator | $4,793 |
| Dufek & Company Llc | Accounting | $4,250 |
| Global Retirement Partners Llc | Investment advisory (plan) | $3,387 |
| Empower Adivsory Group Llc | Investment management | $484 |