Canaccord Genuity Llc 401(k) Plan
Sponsored by Canaccord Genuity Llc · EIN 200779566 · Plan #002
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 377
- With balances
- 545
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $93,674 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,555 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$32,861 |