Donegal Construction Corporation Profit Sharing Plan
Sponsored by Donegal Construction Corporation · EIN 251436046 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 143
- With balances
- 148
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commercial Bank & Trust Of Pa | Investment advisory (plan) | $28,102 |
| Rbc Wealth Management | Investment management | $17,811 |
| First National Trust Company | Custodial (securities), Investment management | $5,199 |