Diversified Employee Solutions, Inc. 401(k) Retirement Plan
Sponsored by Ataraxis Peo · EIN 341838779 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 315
- With balances
- 230
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 |
|---|---|---|
| Clear Creek Financial Management, Llc CRD 170602 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping | $3,112 |
| Marcum Wealth, Llc | Investment advisory (participants) | $0 |
| Clear Creek Financial Management | Investment advisory (participants) | $0 |