Dignari, Llc 401(k) Plan
Sponsored by Dignari, Llc · EIN 464075882 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 0
- With balances
- 124
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
| Roi Financial Advisors, Llc CRD 160100 | deterministic · 100% | 2024 |
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Consulting Services, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $118,142 |
| Charles Schwab And Company | Securities brokerage | $9,163 |
| Wellington Retirement Solutions,Inc | Recordkeeping | $4,001 |
| Roi Financial | Investment advisory (participants), Investment advisory (plan), Investment management | $432 |
| Sanctuary Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $76 |