AUMdb

Novelle Health, Llc 401(k) Retirement Plan

Sponsored by Novelle Health, Llc · EIN 814686656 · Plan #001

Total assets
$29.4M
Net assets
$29.4M
Active participants
288
With balances
340

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 · 97% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Recordkeeping fees, Investment management $50,475
Onedigital Investment Adv Investment advisory (plan) $37,490
Florida Retirement Consultants Contract administrator $9,483