Oquirrh Mountain Law Group, Pc 401 (K)
Sponsored by Oquirrh Mountain Law Group, Pc · EIN 933440195 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 37
- With balances
- 116
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $8,759 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $6,250 |