Solutionreach 401(k) Plan
Sponsored by Solutionreach, Inc. · EIN 870649593 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 197
- With balances
- 373
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $58,197 |
| Onedigital Investment Advisors | Investment advisory (plan), Consulting fees | $33,606 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |