AUMdb

Dgi Communications, Llc Retirement Plan

Sponsored by Dgi Communications, Llc · EIN 412042197 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
95
With balances
125

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
Twelve Points Wealth Management Llc CRD 171107 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Float revenue $21,553
Onedigital Investment Advisors Llc Investment advisory (plan) $12,188
Twelve Points Wealth Management Llc Investment advisory (plan) $12,152