AUMdb

Oliver Technologies, Inc. 401 K Plan

Sponsored by Oliver Technologies, Inc. · EIN 200223480 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
249
With balances
413

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $51,637
Ata Pllc Accounting, Direct payment from the plan $10,000