AUMdb

The 615 Group 401(k) Plan

Sponsored by The 615 Group, Llc · EIN 824228908 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
224
With balances
289

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 Llc Investment advisory (plan) $23,806
Empower Annuity Insurance Company O Recordkeeping fees $22,083
Empower Advisory Group, Llc Investment management $1,735