Documation 401(k) Retirement Plan
Sponsored by Documation, Inc. · EIN 742569756 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 182
- With balances
- 234
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financials Group | Claims processing, Recordkeeping, Custodial (other) | $28,399 |
| Swbc Investment Services, Llc | Investment advisory (plan), Consulting fees | $25,842 |