Okland 401(k) Profit Sharing Plan
Sponsored by Okland Management Corporation · EIN 200582832 · Plan #002
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 1,115
- With balances
- 1,477
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 |
|---|---|---|
| Navigate Financial Llc CRD 325945 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $141,708 |
| Navigate Financial | Investment advisory (plan), Consulting fees | $50,720 |