AUMdb

Open Loop Energy, Inc. Retirement Savings Plan

Sponsored by Open Loop Energy, Inc. · EIN 860701324 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
166
With balances
205

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $38,326
Pfg Advisors, Llc Recordkeeping, Trustee (institutional), Other services $28,542
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0