AUMdb

One Call Concepts, Inc. 401 K Plan

Sponsored by One Call Concepts, Inc. · EIN 521273782 · Plan #001

Total assets
$24.5M
Net assets
$24.3M
Active participants
383
With balances
202

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American Trust Company Trustee (discretionary), Contract administrator, Recordkeeping $27,107
Columbia Benefits Consultants, Inc. Plan administrator, Recordkeeping, Participant loan processing $0