Krugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing And 401(k) Plan
Sponsored by Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. · EIN 341295659 · Plan #001
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 109
- With balances
- 152
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 | Investment advisory (plan) | $45,735 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,236 |
| Rea & Associates | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,120 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $200 |