Opterra Solutions, Inc. 401(k)
Sponsored by Opterra Solutions, Inc. · EIN 570851059 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 288
- With balances
- 300
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,931 |
| Synovus Trust Company, N.A. | Investment advisory (plan) | $20,971 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,688 |