AUMdb

Vacation Innovations, Llc 401(k) Plan

Sponsored by Vacation Innovations, Llc · EIN 263834623 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
210
With balances
184

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
John Hancock Life Insurance Co Usa Recordkeeping, Investment management, Sub-transfer agency fees $32,475
One Digital Investment advisory (participants) $21,342