Onedigital Open Pooled Employer Plan
Sponsored by Plan Fiduciary Services, Inc. · EIN 273523833 · Plan #008
- Total assets
- $93.6M
- Net assets
- $93.6M
- Active participants
- 4,946
- With balances
- 3,908
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 |
|---|---|---|
| Souders Financial Advisors, Llc CRD 296780 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 99% | 2024 |
| Thurston Springer Advisors, Llc CRD 299201 | deterministic · 100% | 2024 |
| First American Asset Advisory, Llc. CRD 282254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Pension Services | Contract administrator | $392,826 |
| Empower Annuity Insurance Company | Recordkeeping fees | $191,939 |
| Souders Financial Advisors | Investment advisory (plan) | $75,850 |
| Onedigital Investment Advisors | Investment advisory (plan), Other fees, Contract administrator | $71,318 |
| Cambridge Investment | Investment advisory (plan) | $53,383 |
| Resources Investments Advisors, Llc | Investment management | $52,578 |
| Thurston Springer Advisors Llc | Investment advisory (plan) | $26,066 |
| Coulter & Justus, Pc | Other fees | $13,000 |
| First American Asset Advisory Llc | Investment advisory (plan) | $11,396 |
| Hmm Cpas Llp | Accounting | $9,500 |
| Cep Consultants Inc | Other fees | $8,000 |
| Sigma Financial Corporation | Other commissions | $0 |
| Pfs Investments Inc | Other commissions | $0 |