3 Dimensional Services Group 401 K Plan & Trust
Sponsored by 3 Dimensional Services Inc. · EIN 383044929 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 422
- With balances
- 508
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 |
| Straightline Group, Llc CRD 127401 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $80,241 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Straightline | Investment advisory (plan), Direct payment from the plan | $14,438 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |