Odgers Berndtson Llc 401(k) Plan
Sponsored by Odgers Berndtson Llc · EIN 452063148 · Plan #001 · Washington, DC
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 71
- With balances
- 120
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Instutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,632 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $15,691 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $6.5M | 71 | ack 20260226111114NAL0002829555001 |
| 01/01/2021 | — | 104 | ack 20251217112959NAL0005871360001 |