Facility 401 K Plan
Sponsored by Well5 Associates, Llc · EIN 920300873 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 398
- With balances
- 365
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, Recordkeeping | $51,468 |
| One Digital Investment Advisors | Other fees, Direct payment from the plan, Investment advisory (plan) | $11,936 |