AUMdb

On & Up Holdings, Llc 401 K Plan

Sponsored by On & Up Holdings, Llc · EIN 611596704 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
85
With balances
171

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ashton Thomas Private Wealth Recordkeeping, Trustee (institutional), Other services $24,302
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $4,681