AUMdb

Children's Home Of Jefferson County 401(k) Plan

Sponsored by Childrens Home Of Jefferson County · EIN 150532089 · Plan #004

Total assets
$3.0M
Net assets
$3.0M
Active participants
152
With balances
154

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
Bpas, Inc. Custodial (securities), Participant loan processing, Recordkeeping fees $23,812
Onedigital Investment Advisors Llc Investment advisory (participants), Investment advisory (plan), Investment management $15,000