Larry Roesch Family Auto Group 401(k) Plan
Sponsored by Larry Roesch Family Auto Group · EIN 362894859 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 124
- With balances
- 117
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) | $18,185 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,711 |
| Cray Kaiser Ltd. | Other fees | $8,100 |
| Equitable Advisors Llc | Other commissions | $0 |