AUMdb

Family Dental Health Retirement Savings Plan

Sponsored by Fdh Holdings, Llc · EIN 272160929 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
520
With balances
541

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 Other commissions, Recordkeeping fees, Other fees $46,533
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $19,426