Onsite Stash The Cash 401(k) Plan
Sponsored by Onsite Woodwork Corporation · EIN 362897254 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 54
- With balances
- 92
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 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $15,082 |
| Wintrust Investments Llc | Investment advisory (plan) | $11,225 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $7,460 |
| Empower Advisory Group, Llc | Investment management | $7,023 |