AUMdb

Options For All Retirement Savings Plan

Sponsored by Options For All, Incorporated · EIN 830471805 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
892
With balances
212

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Onedigital Investment Advisors Other fees $0
Integrated Wealth Concepts Llc Other fees $0