Oak Tree Software, Inc. 401(k) Plan
Sponsored by Oak Tree Software, Inc. · EIN 731484518 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 311
- With balances
- 158
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 |
|---|---|---|
| Capital Advisors, Inc. CRD 104643 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Advisors Inc | Investment advisory (plan) | $10,602 |
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Recordkeeping fees | $2,526 |