All Surfaces, Inc. 401(k) Plan
Sponsored by All Surfaces, Inc. · EIN 821799570 · Plan #002
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 470
- With balances
- 391
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,732 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $24,375 |
| Citrin Cooperman & Company Llp | Accounting | $17,850 |