AUMdb

Purem Novi Inc. Retirement Plan

Sponsored by Purem Novi Inc. · EIN 383542936 · Plan #001

Total assets
$74.5M
Net assets
$74.5M
Active participants
1,045
With balances
1,392

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $127,240
Onedigital Investment Advisors Llc Investment advisory (plan) $64,073
Strategic Advisors, Inc. Investment advisory (plan) $13,608