AUMdb

Seneca Health Services, Inc 403(b) Plan

Sponsored by Seneca Health Services, Inc. · EIN 550563106 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
247
With balances
295

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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 · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Recordkeeping $30,337
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $10,000