Ofs Represented Retirement Plan
Sponsored by Ofs Fitel, Llc · EIN 621864622 · Plan #004
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 247
- 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 |
|---|---|---|
| Advanced Financial Strategists Inc CRD 106463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz | Actuarial, Consulting (pension) | $114,384 |
| The Northern Trust Company | Trustee (institutional), Trustee (directed) | $89,817 |
| Advanced Financial Strategists, Inc | Investment advisory (plan) | $38,750 |
| Warren Averett | Accounting | $15,000 |