Ogden Clinic Savings And Profit Sharing Plan
Sponsored by Ogden Clinic Professional Corporation · EIN 870286381 · Plan #003
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 1,478
- With balances
- 1,623
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $98,275 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $60,000 |