AUMdb

Social Current Retirement Plan

Sponsored by Social Current · EIN 391709925 · Plan #003

Total assets
$12.7M
Net assets
$12.7M
Active participants
72
With balances
136

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 Investment advisory (plan), Direct payment from the plan $38,286
T. Rowe Price Rps, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $10,094