AUMdb

One 401(k) And Profit Sharing Plan

Sponsored by Our Next Energy, Inc. · EIN 852051268 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
235
With balances
296

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
Sigma Financial, Inc. CRD 123184 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co. Of Am Recordkeeping fees $45,021
Sigma Financial Corporation Investment advisory (plan), Other fees $20,155
Michigan Benefit Consulting, Inc. Contract administrator $15,186