Somerset Regal Bank 401(k) Retirement Plan
Sponsored by Somerset Regal Bank · EIN 220784760 · Plan #002
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 108
- With balances
- 131
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 | 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 | $26,861 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $19,207 |