Oliver Sprinkler Co., Inc. Profit Sharing Plan
Sponsored by Oliver Sprinkler Co., Inc. · EIN 231711827 · Plan #001
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 186
- With balances
- 173
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strid Group, Llc CRD 170052 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concentus Wealth Advisors | Investment management | $124,537 |
| Lpl Financial Llc | Investment management | $18,157 |
| Cbiz Cpas Pc | Accounting | $6,500 |