Onedigital Pooled Employer Plan
Sponsored by Plan Compliance Services, Inc. · EIN 593708427 · Plan #018
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 1,506
- With balances
- 1,146
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 |
|---|---|---|
| American Pension Services,Llc. | Contract administrator | $99,982 |
| Empower Annuity Insurance Company | Recordkeeping fees | $98,264 |
| Jdc Cpa Llc | Accounting | $34,300 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $13,079 |
| Resources Investment Advisors, Llc | Investment management, Other fees | $11,725 |