AUMdb

The Children's Home Society Of Florida 403(b) Plan

Sponsored by The Children's Home Society Of Florida · EIN 590192430 · Plan #003

Total assets
$40.8M
Net assets
$40.8M
Active participants
1,046
With balances
1,426

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Empower Annuity Insurance Company O Recordkeeping fees $140,809
Onedigital Investment Advisors Llc Investment advisory (plan) $24,457