Donnelley Financial Savings Plan
Sponsored by Donnelley Financial, Llc · EIN 132618477 · Plan #003
- Total assets
- $509M
- Net assets
- $509M
- Active participants
- 1,547
- With balances
- 4,030
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $324,453 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $132,982 |
| Qdro Consultants Company, Llc | Consulting (general) | $300 |