Xtra 401(k) Savings And Retirement Plan
Sponsored by Xtra Corporation · EIN 060954158 · Plan #001
- Total assets
- $92.2M
- Net assets
- $92.2M
- Active participants
- 389
- With balances
- 553
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment management | $27,500 |
| Armanino Llp | Accounting | $26,250 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $22,110 |