O'connor, Acciani And Levy Co., Lpa Profit Sharing Plan
Sponsored by O'connor, Acciani And Levy Co., Lpa · EIN 593777259 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 66
- With balances
- 105
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees | $12,783 |
| Ubs Financial Services Inc | Other fees | $0 |
| Latitude Service Company Inc | Other services | $0 |