Owl Services 401(k) Plan
Sponsored by The Oscar W. Larson Company · EIN 381607330 · Plan #003
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 2,445
- With balances
- 2,394
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $176,630 |
| Cap Financial Partners Llc | Investment management, Direct payment from the plan | $114,000 |