Ogre Holdings, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Ogre Holdings, Llc · EIN 203308873 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 148
- With balances
- 146
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 |
|---|---|---|
| Shepherd Financial Invest. Advisory | Recordkeeping, Trustee (institutional), Other services | $29,752 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $18,586 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |