O'day Management, Inc. 401(k) Profit Sharing Plan
Sponsored by O'day Management, Inc. · EIN 450218364 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 113
- With balances
- 174
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $13,114 |
| Widmer Roel Pc | Accounting | $12,513 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $8,246 |
| Empower Advisory Group, Llc | Investment management | $2,636 |
| Lion Street Financial Llc | Other commissions | $0 |