Efficio 401(k) Plan
Sponsored by Efficio Llc · EIN 352558065 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 151
- With balances
- 185
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 |
|---|---|---|
| Human Interest Advisors Llc CRD 269875 | fuzzy_auto · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Human Interest Advisor Llc | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $18,634 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $13,262 |
| Alliant Insurance Agency Inc | Recordkeeping, Trustee (institutional), Other services | $6,600 |