Lidworks 401(k) Savings Plan
Sponsored by Lidworks, Co. · EIN 592529324 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 135
- With balances
- 175
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $43,211 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Consulting fees | $26,203 |