Opoc.Us 401(k) Profit Sharing Plan
Sponsored by Echelon Group, Llc, Dba Opoc.Us · EIN 880772314 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 129
- With balances
- 171
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 |
|---|---|---|
| Transamerica Retiremewnt Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $41,365 |
| Opoc.Us | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,729 |
| Brady Ware & Schoenfeld | Accounting | $7,000 |
| Cadaret, Grant & Co., Inc. | Investment advisory (plan) | $3,691 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $1,712 |
| Edward Da Sommer | Plan administrator, Recordkeeping | $135 |
| Nationwide | Recordkeeping, Recordkeeping fees | $97 |
| Transamerica Trust Company | Trustee (institutional) | $21 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1 |