Opta Group Lp 401(k) Plan
Sponsored by Opta Group Lp · EIN 822687965 · Plan #004
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 502
- With balances
- 449
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $40,241 |
| Commonwealth Financial Network | Investment advisory (plan) | $35,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,153 |