AUMdb

Family 401(k) Plan

Sponsored by Diamond Environmental Services, Lp · EIN 330766453 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
244
With balances
316

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
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fisher Asset Management, Llc Investment advisory (plan), Investment management $53,525
Ascensus, Llc Recordkeeping fees $29,258
Economic Group Pension Services Contract administrator, Other fees $24,805