AUMdb

Decisionone 401(k) Plan

Sponsored by D2 Asset Corp · EIN 953517624 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
183
With balances
132

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Llc Investment advisory (plan) $28,121
Empower Annuity Insurance Company Recordkeeping fees $13,338