Globaltec 401(k) And Profit Sharing Plan
Sponsored by Oleco, Inc. · EIN 381861040 · Plan #003
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 169
- With balances
- 288
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $28,680 |
| Raymond James Financial Services Ad | Investment advisory (plan), Consulting fees | $13,789 |