Double Diamond Management Corp. 401(k) Profit Sharing Plan
Sponsored by Double Diamond Management Corp. · EIN 752683668 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 435
- With balances
- 120
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,271 |
| Morningstar Investment Management | Investment advisory (participants) | $2,695 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $2,695 |
| Loren D. Stark Company | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |