Distributing Services 401(k) Plan
Sponsored by Paladin Capital, Inc. · EIN 621377407 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 954
- With balances
- 819
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 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $106,150 |
| Raymond James & Associates Inc | Investment advisory (plan), Direct payment from the plan | $6,811 |
| Onedigital Investment | Investment advisory (plan), Direct payment from the plan | $1,885 |
| Onedigital Investment Advisors | Investment advisory (plan), Other fees | $0 |
| Access Retirement Services Llc | Other services, Other fees, Contract administrator | $0 |