The Opici Group Profit Sharing/401(k) Plan
Sponsored by The Opici Group, L.L.C. · EIN 460902336 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 265
- With balances
- 397
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $74,983 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $40,000 |
| Empower Advisory Group, Llc | Investment management | $3,360 |