AUMdb

The One 23 Group 401(k) Plan

Sponsored by The One 23 Group · EIN 541726886 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
122
With balances
103

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
Savoy Partners Llc Recordkeeping, Trustee (institutional), Other services $7,363
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $7,043
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0