AUMdb

Ivi America Llc 401(k) Profit Sharing Plan

Sponsored by Ivi America Llc · EIN 811332940 · Plan #001

Total assets
$68.9M
Net assets
$68.9M
Active participants
1,212
With balances
1,383

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) $95,885
Clyne Eagan & Associates Accounting $56,044
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $29,948