AUMdb

Oneshield, Inc. 401(k) Retirement Plan

Sponsored by Oneshield, Inc. · EIN 046897296 · Plan #001

Total assets
$24.0M
Net assets
$24.0M
Active participants
105
With balances
180

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
Lpl Financial Llc CRD 6413 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
Lpl Financial Investment advisory (plan) $28,305
Empower Annuity Insurance Company O Recordkeeping fees $20,603
Empower Advisory Group, Llc Investment management $15,109