AUMdb

Rwa Wealth Partners, Llc 401(k) Plan

Sponsored by Rwa Wealth Partners, Llc · EIN 274946566 · Plan #001

Total assets
$52.4M
Net assets
$52.4M
Active participants
182
With balances
219

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
Onedigital Investment Advisors Llc Investment advisory (plan) $13,582
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $5,405