AUMdb

Water Environment Federation 401(k) Plan

Sponsored by Water Environment Federation · EIN 530225129 · Plan #003

Total assets
$24.4M
Net assets
$24.4M
Active participants
84
With balances
136

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) $35,386
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $28,852
Bethke Cpa, Llc Accounting $11,200