Dietz, Gilmor & Chazen, Apc 401(k) Plan
Sponsored by Dietz, Gilmor & Chazen, Apc · EIN 330753967 · Plan #002
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 109
- With balances
- 124
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $22,145 |
| Empower Annuity Insurandce Company | Recordkeeping fees | $18,600 |
| Empower Advisory Group, Llc | Investment management | $6,077 |
| Premier Plan Consultants | Contract administrator | $1,375 |