AUMdb

Alleguard 401(k) Profit Sharing Plan

Sponsored by Foam Holdings, Inc. · EIN 853742868 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
729
With balances
933

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

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $53,661
Onedigital Investment Advisors Llc Investment advisory (plan) $31,131