Advantage Capital 401(k) Plan
Sponsored by Advantage Capital Management Corporation · EIN 721262990 · Plan #001
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 197
- With balances
- 243
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 |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $58,709 |
| Empower Annuity Insurance Company | Recordkeeping fees | $44,376 |
| Empower Advisory Group, Llc | Investment management | $12,718 |
| Hoylecohen Llc | Other fees | $10,371 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $106 |