AUMdb

M L Holdings Company Retirement Savings Plan

Sponsored by M L Holdings Company · EIN 522047928 · Plan #002

Total assets
$47.2M
Net assets
$47.2M
Active participants
562
With balances
881

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
Onedigital Investment Advisors Llc Investment advisory (plan) $93,166
Empower Annuity Insurance Company O Recordkeeping fees $52,080