Datafield, Inc. 401(k) Plan
Sponsored by Datafield, Inc. · EIN 311372567 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 102
- With balances
- 136
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Op, Inc. | Recordkeeping fees, Account maintenance fees, Participant loan processing | $20,709 |
| Oppenheimer & Co, Inc | Investment advisory (plan) | $16,105 |