Matson, Driscoll & Damico, Llp 401(k) Plan
Sponsored by Matson, Driscoll & Damico, Llp · EIN 363799916 · Plan #003
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $96,281 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $18,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,126 |
| The Angell Pension Group, Inc. | Investment advisory (plan), Employee (plan sponsor) | $14,253 |