Oneoncology Cash Balance Pension Plan
Sponsored by Oneoncology, Llc · EIN 823416811 · Plan #002
- Total assets
- $50.0M
- Net assets
- $50.0M
- Active participants
- 148
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment management, Investment management fees (direct) | $51,535 |
| Charles Schwab Trust Bank | Trustee (discretionary), Direct payment from the plan | $47,059 |