Oneida Esc Group, Llc 401(k) Profit Sharing Plan
Sponsored by Oneida Esc Group, Llc · EIN 454964343 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 470
- With balances
- 489
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment advisory (plan) | $47,621 |
| Creative Planning Llc | Investment advisory (plan) | $11,935 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $3,630 |