Rockbridge Capital Llc 401 K Plan
Sponsored by Rockbridge Capital, Llc · EIN 611418802 · Plan #001
- Total assets
- $35.9M
- Net assets
- $35.8M
- Active participants
- 114
- With balances
- 151
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 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisor | Investment advisory (participants) | $16,690 |
| John Hancock Life Ins Company | Recordkeeping, Investment management, Sub-transfer agency fees | $346 |