O.P.E.N. America, Inc. Dba Openworks 401(k) Plan
Sponsored by O.P.E.N. America, Inc. Dba Openworks · EIN 860584561 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 124
- With balances
- 152
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 |
|---|---|---|
| Swbc Investment Company CRD 140994 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $15,683 |
| Swbc Investment | Investment advisory (participants) | $5,119 |