Onesmile 401(k) Plan And Trust
Sponsored by Onesmile, Llc · EIN 473808383 · Plan #001
- Total assets
- $349M
- Net assets
- $349M
- Active participants
- 6,708
- With balances
- 8,798
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $442,310 |
| Sageview Advisory Gr | Consulting (general) | $60,000 |
| Wright Ford Young & Co. | Accounting | $24,500 |