Direct Response Insurance Administrative Services, Inc. Profit Sharing 401 K Plan & Trust
Sponsored by Driasi · EIN 411430210 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 98
- With balances
- 133
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 |
|---|---|---|
| Prevail Innovative Wealth Advisors, Llc CRD 288641 | deterministic · 100% | 2024 |
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prevail Innovative Wealth Advisors | Investment advisory (plan) | $19,128 |
| Intellicents Invest Solutions Inc | Investment advisory (plan) | $16,968 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,006 |