Cumberland Trust 401(k) Plan
Sponsored by Cumberland Trust And Investment Company · EIN 621821473 · Plan #002
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 132
- With balances
- 148
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acuff And Associates, Inc. | Contract administrator | $8,510 |
| Onedigital Investment Advisors | Investment advisory (plan) | $0 |