AUMdb

Opengate Inc. 401(k) Retirement Plan

Sponsored by Opengate Inc. · EIN 132634269 · Plan #002

Total assets
$11.3M
Net assets
$11.3M
Active participants
141
With balances
242

Plan year beginning 04/01/2024 · 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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $34,867
The Patriot Fncl Grp Insur. Agency, Recordkeeping, Trustee (institutional), Other services $24,577