AUMdb

Oakland Financial Services, Inc. 401(k) Plan

Sponsored by Arbor Bank · EIN 470739886 · Plan #001

Total assets
$22.0K
Net assets
$22.0K
Active participants
3
With balances
3

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $30,011