U.S. Cad 401(k) Plan
Sponsored by U.S. Cad · EIN 821676628 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 147
- With balances
- 175
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 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $28,006 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,340 |
| Empower Advisory Group, Llc | Investment management | $9,609 |