Ontellus 401(k) Plan
Sponsored by Recordxtechnolgies Dba Ontellus · EIN 472853876 · Plan #002 · Houston, TX
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 528
- With balances
- 415
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 |
|---|---|---|
| Relation Wealth Management, Inc. CRD 329961 | 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 |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $27,972 |
| Relation Wealth Management Inc | Investment advisory (plan) | $10,523 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,338 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,627 |