Roberts Oxygen Company 401(k) Plan
Sponsored by Roberts Oxygen Company, Inc. · EIN 520822869 · Plan #003
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 509
- With balances
- 184
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 |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Park Avenue Securities Llc | Investment advisory (participants) | $31,829 |
| John Hancock Usa | Recordkeeping, Float revenue, Other insurance wrap fees | $558 |