AUMdb

Community Action Wayne/Medina Retirement Savings Plan

Sponsored by Community Action Wayne · EIN 340979210 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
132
With balances
173

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $35,813
Onedigital Investment Advisors Investment advisory (plan), Other fees $0