AUMdb

Spinal Elements 401(k) And Profit Sharing Plan

Sponsored by Spinal Elements, Inc. · EIN 260894757 · Plan #002

Total assets
$15.8M
Net assets
$15.8M
Active participants
113
With balances
163

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $12,431
Onedigital Investment Advisors Llc Investment advisory (plan) $8,000