Ownersedge, Inc. 401(k) Profit Sharing Plan
Sponsored by Ownersedge, Inc. · EIN 472035141 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 324
- With balances
- 390
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors, Inc. | Investment advisory (participants), Investment advisory (plan) | $32,189 |
| Alerus Financial N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $26,997 |