AUMdb

Retail Concepts, Inc. 401(k) Plan

Sponsored by Retail Concepts, Inc. · EIN 742120086 · Plan #003

Total assets
$8.8M
Net assets
$8.8M
Active participants
336
With balances
466

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 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $34,108
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $14,894