AUMdb

On With Life, Inc. 401(k) Plan

Sponsored by On With Life, Inc. · EIN 421308032 · Plan #002

Total assets
$11.2M
Net assets
$11.2M
Active participants
278
With balances
289

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ifp Advisors, Llc CRD 125112 deterministic · 100% 2024
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Other services, Shareholder servicing fees $23,756
Independent Financial Partners Recordkeeping, Investment advisory (plan), Other services $10,402
Newport Group, Inc. Recordkeeping, Consulting (pension), Participant loan processing $8,938
Futureplan By Ascensus Recordkeeping, Consulting (pension), Participant communication $3,632
Nationwide Recordkeeping, Other services, Shareholder servicing fees $18
Osaic Wealth, Inc. Investment advisory (participants), Investment advisory (plan), Other services $0