AUMdb

Cardiac Study Center, Inc. P.S. 401(k) Profit Sharing Plan

Sponsored by Cardiac Study Center, Inc. P.S. · EIN 910919306 · Plan #001

Total assets
$36.4M
Net assets
$36.3M
Active participants
349
With balances
502

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 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
One Digital Investment advisory (plan), Named fiduciary $30,835
Dp&C Investment advisory (plan), Accounting $18,114
Randall & Hurley Contract administrator, Consulting (general) $17,500
Vanguard Group Inc Recordkeeping, Consulting (general), Shareholder servicing fees $9,467
The Travelers Idemnity Company Other fees $6,712
Empower Annuity Insurance Co Of Ame Recordkeeping fees $1,891