AUMdb

Ohioguidestone 401(k) Plan

Sponsored by Ohioguidestone · EIN 340720558 · Plan #003

Total assets
$39.7M
Net assets
$39.7M
Active participants
1,266
With balances
1,531

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $125,300
Cetera Investment Advisors Llc Investment advisory (plan) $27,500
Strategic Advisors, Inc. Investment advisory (plan) $8,123
Onedigital Investment Advisors Llc Investment advisory (plan) $7,500
Onedigital Investment Advisors Llc Investment advisory (plan) $7,500