O'brien And Associates 401(k) Plan
Sponsored by O'brien Services Inc. · EIN 391818583 · Plan #001
- Total assets
- $737K
- Net assets
- $737K
- Active participants
- 439
- With balances
- 98
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 |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $3,153 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $2,950 |