Bruce Oakley, Inc. 401(k) Profit Sharing Plan
Sponsored by Bruce Oakley, Inc. · EIN 710483822 · Plan #002
- Total assets
- $53.1M
- Net assets
- $53.1M
- Active participants
- 702
- With balances
- 450
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $53,858 |
| Pnc Bank Na | Investment advisory (plan) | $31,446 |