Florexpo, Llc./ Kendal Floral 401 K Plan
Sponsored by Florexpo, Llc. · EIN 330639313 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 815
- With balances
- 638
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $55,412 |
| Onedigital Investment Advisors | Investment advisory (plan), Consulting (general) | $36,607 |