Ohio Machinery Co. Incentive Savings Plan
Sponsored by Ohio Machinery Co. · EIN 340672363 · Plan #003
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 1,181
- With balances
- 1,370
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $45,274 |
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $37,000 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $6,790 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |