AUMdb

Short's Brewing Company 401(k) Profit Sharing Plan

Sponsored by Short's Brewing Company, Llc · EIN 050538595 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
113
With balances
94

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $10,149
Onedigital Investment Advisors Llc Investment advisory (plan) $8,767