AUMdb

Commquest Services, Inc. 403(b) Plan

Sponsored by Commquest Services, Inc. · EIN 340737793 · Plan #001

Total assets
$4.8M
Net assets
$4.8M
Active participants
269
With balances
200

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Age/service weighted or new comparability

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

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $34,711
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $16,276
Novogradac & Company Llp Accounting, Direct payment from the plan $11,000
Rea & Associates Inc Contract administrator, Direct payment from the plan, Other services $3,550