Openlane, Inc. 401(k) Plan
Sponsored by Openlane, Inc. · EIN 208744739 · Plan #001
- Total assets
- $315M
- Net assets
- $315M
- Active participants
- 2,049
- With balances
- 4,559
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $142,717 |
| Creative Planning Holdco, Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $84,342 |
| Forvis Llp | Accounting | $28,035 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$114,835 |