Onetouchpoint Retirement Savings Plan
Sponsored by Onetouchpoint Holdings, Llc · EIN 320369438 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 432
- With balances
- 586
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | 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 |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $48,116 |
| Empower Advisory Group, Llc | Investment management | $41,805 |
| Empower Annuity Insurance Company | Recordkeeping fees | $37,272 |