AUMdb

Powersecure, Inc. 401(k) Retirment Plan

Sponsored by Powersecure, Inc. · EIN 841557738 · Plan #003

Total assets
$69.6M
Net assets
$69.6M
Active participants
848
With balances
0

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 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Participant loan processing, Recordkeeping fees, Other fees $130,604
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $48,506