AUMdb

Endoscopy Center Of Ocala, Inc. 401(k) Profit Sharing Plan

Sponsored by Endoscopy Center Of Ocala, Inc. · EIN 593088327 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
105
With balances
138

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Onedigital Investment Advisors Investment advisory (plan) $15,671
Empower Annuity Insurance Recordkeeping fees $10,223
Empower Advisory Group Investment management $5,298
Pentegra Retirement Services Contract administrator $1,100