Omni Behavioral Health 401(k) Plan
Sponsored by Omni Behavioral Health · EIN 470765107 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 88
- With balances
- 112
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Securities Inc | Investment advisory (plan) | $17,354 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,815 |
| Benefit Plans Inc | Contract administrator | $2,605 |
| Empower Advisory Group | Investment management | $362 |