AUMdb

The Retail Group Retirement Plan

Sponsored by The Retail Group, Inc. · EIN 660676884 · Plan #001

Total assets
$1.0M
Net assets
$1.0M
Active participants
640
With balances
127

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Empower Annuity Ins Co Recordkeeping fees $7,410
Onedigital Investment Advisors Llc Investment advisory (plan) $5,369
Resources Investment Advisors Llc Investment management $2,312
A & A Employee Benefitys Consulting Contract administrator $0