AUMdb

One Call Combined 401(k) Profit Sharing Plan

Sponsored by One Call Corporation · EIN 223218521 · Plan #001

Total assets
$97.7M
Net assets
$97.7M
Active participants
1,929
With balances
2,498

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $290,434
Anderson Financial Partners Direct payment from the plan $40,000
Bdo Direct payment from the plan $34,530