AUMdb

Opcmia Local 526 Annuity Plan

Sponsored by Board Of Trustees Opcmia Local 526 Annuity Plan · EIN 256130880 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
502
With balances
825

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account

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
Newport Group, Inc. Recordkeeping, Participant communication, Recordkeeping fees $53,892
Diclaudio & Kramer, Llc Accounting $12,100
Stephen J. O'brien & Associates, Ll Legal $7,440