AUMdb

The Offshore Group Retirement 401(k) Plan

Sponsored by Offshore International, Inc. · EIN 860560655 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
132
With balances
154

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $18,723
Cambridge Investment Research, Inc. Investment advisory (plan), Consulting fees $15,008