Five Stones Research Corporation 401(k) Plan
Sponsored by Five Stones Research Corporation · EIN 208898544 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 202
- With balances
- 289
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) | $28,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$8,468 |