Daniels Sharpsmart, Inc. 401(k) Plan
Sponsored by Daniels Sharpsmart, Inc. · EIN 841617227 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 922
- With balances
- 1,002
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $118,988 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $15,731 |
| Wintrust Investments Llc | Investment advisory (plan) | $15,177 |
| Empower Advisory Group, Llc | Investment management | $3,726 |