Office360 401(k) Plan
Sponsored by Office Three Sixty, Inc. · EIN 352142678 · Plan #001 · Indianapolis, IN
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 155
- With balances
- 95
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 |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Other commissions | $0 |
| The Rose Financial Group, Llc | Other services | $0 |