AUMdb

Ea Collective 401(k) Plan

Sponsored by Agencyea · EIN 364345593 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
78
With balances
111

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
One Digital Investment Advisors Investment advisory (participants) $15
Voya Retirement Insurance & Annuity Investment advisory (participants) $13
Morningstar Investment Management Investment advisory (plan) $8
One Digital Topco Llc Other fees $0
Hessel & Associates Llc Other services $0