Oakland Veterinary Referral Services 401(k) Plan
Sponsored by Oakland Veterinary Referral Services · EIN 383102727 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 204
- With balances
- 303
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 |
|---|---|---|
| Raymond James | Investment advisory (plan) | $38,162 |
| The W.L. Burmeister Company | Contract administrator | $5,132 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $1,700 |