AUMdb

La Terra Fina Usa 401(k) Plan

Sponsored by La Terra Fina Usa, Llc · EIN 202814980 · Plan #001

Total assets
$14.5M
Net assets
$14.5M
Active participants
266
With balances
296

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 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $16,748
One Digital Investment management, Direct payment from the plan $15,251
Onedigital Topco Llc Investment management, Direct payment from the plan $7,633