AUMdb

Fluidra North America Retirement Plan

Sponsored by Fluidra North America · EIN 814198874 · Plan #001

Total assets
$105M
Net assets
$105M
Active participants
1,134
With balances
1,417

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
John Hancock Recordkeeping, Participant loan processing, Float revenue $186,249
Onedigital Investment Advisors, Llc Investment advisory (plan) $29,226
Zodiac Pool Systems Llc Other fees $16,000
Mercer Investment management $15,995
Jgd & Asscociates Accounting $12,000