Ooma, Inc. 401(k) Plan
Sponsored by Ooma, Inc. · EIN 061713274 · Plan #001
- Total assets
- $46.0M
- Net assets
- $46.0M
- Active participants
- 459
- With balances
- 422
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $91,867 |
| Singerlewak Llp | Accounting, Direct payment from the plan | $17,115 |
| Mesirow Financial, Inc. | Investment advisory (plan), Insurance brokerage commissions | $8,732 |