Sonoran Schools 401(k) Profit Sharing Plan And Trust
Sponsored by Sonoran Schools · EIN 452210319 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 245
- With balances
- 187
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 |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan), Investment advisory (participants) | $27,981 |
| John Hancock Life Insurance Company | Recordkeeping, Other insurance wrap fees | $20,060 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $9,440 |
| John Hancock Life Insurance Company | Recordkeeping | $1,140 |
| Advised Assets Group, Llc | Investment management | $244 |
| John Hancock Life Insurance Company | Recordkeeping, Other insurance wrap fees | $0 |