Secrest Wardle 401(k)retirement Plan
Sponsored by Secrest, Wardle, Lynch, Hampton, Truex, And Morley, Pc · EIN 381863919 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 147
- With balances
- 182
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 |
|---|---|---|
| Empower Annuity Insurance Co | Securities brokerage, Shareholder servicing fees, Recordkeeping fees | $48,799 |
| Onedigital Investment Advisors | Investment advisory (plan) | $28,645 |
| Resources Investment Advisors | Investment advisory (plan) | $24,461 |
| Rehmann Finanical Group | Contract administrator | $6,082 |