AUMdb

Chilton Investment Company, Inc 401(k) Plan

Sponsored by Chilton Investment Company Inc. · EIN 352743592 · Plan #001

Total assets
$30.8M
Net assets
$30.8M
Active participants
96
With balances
135

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 Llc Investment advisory (plan) $31,456
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,073