Dart Appraisal.Com Retirement Plan
Sponsored by Dart Appraisal.Com · EIN 383503497 · Plan #002
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 115
- With balances
- 135
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | 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 |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $15,652 |
| The Retirement Advantage Inc | Contract administrator | $6,027 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,828 |
| Empower Advisory Group, Llc | Investment management | $302 |