O'connor Company 401(k) Retirement Plan
Sponsored by O'connor Company, Inc. · EIN 460332893 · Plan #003
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 153
- With balances
- 176
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Investment Solutions I | Investment advisory (plan) | $32,642 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,568 |
| Elo Prof Llc | Accounting | $11,257 |