Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan
Sponsored by Ojo Caliente Holdings, Inc. · EIN 562569409 · Plan #002
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 156
- With balances
- 145
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Planning Consultants, Inc. | Other fees | $27,441 |
| Wright, Moore, Dehart, Dupuis & | Accounting | $12,500 |
| Merrill Lynch,Pierce,Fenner & Smith | Investment advisory (plan), Investment management, Investment management fees (direct) | $10,780 |