Oic Of Washington Retirement Plan
Sponsored by Oic Of Washington · EIN 910873024 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 108
- With balances
- 162
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (participants), Direct payment from the plan, Investment advisory (plan) | $18,416 |
| Professional Benefit Services | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,162 |
| American United Life Insurance Co | Recordkeeping, Insurance mortality and expense, Participant communication | $0 |