Fentura Financial, Inc. Ee Deferred Comp & Esop
Sponsored by Fentura Financial Inc. · EIN 382806518 · Plan #002
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 216
- With balances
- 307
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 |
|---|---|---|
| Transamerica Retirement Solutions L | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $49,444 |
| Onedigital Investment Advisors | Investment advisory (plan) | $41,419 |
| Maner Costerisan | Accounting | $13,225 |
| Watkins Ross | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,767 |