Overseas Service Corporation 401(k) Plan And Trust
Sponsored by Overseas Service Corporation · EIN 530215173 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 389
- With balances
- 234
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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 |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $65,380 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,664 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$52,242 |