AUMdb

Diakonos Group Retirement Savings Plan

Sponsored by Diakonos Group, Llc · EIN 161649197 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
649
With balances
459

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
Capital Bank And Trust Company CRD 170017 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tristar Pension Ltd Accounting, Actuarial, Consulting (pension) $69,346
Capital Bank And Trust Company Recordkeeping, Investment management, Participant loan processing $17,566