AUMdb

Abdo 401(k) Profit Sharing Plan

Sponsored by Abdo, Llp · EIN 411397419 · Plan #001

Total assets
$35.5M
Net assets
$35.5M
Active participants
222
With balances
294

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
Onedigital Investment Advisors Investment advisory (plan), Consulting fees $46,632
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $34,615