AUMdb

Entrata 401(k) Plan

Sponsored by Entrata, Inc. · EIN 861072180 · Plan #001

Total assets
$60.9M
Net assets
$60.9M
Active participants
1,278
With balances
1,721

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 $121,327
Onedigital Investment Advisors Llc Investment advisory (plan) $83,423