Oakbridge Insurance Agency, Llc Employee Savings Plan
Sponsored by Oakbridge Insurance Agency, Llc · EIN 853995724 · Plan #002
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 536
- With balances
- 539
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Atlanta Consulting Group Advisors, Llc CRD 288169 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc | Investment management, Direct payment from the plan | $40,734 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $28,269 |
| Atlanta Consulting Group | Investment management, Direct payment from the plan | $15,728 |