AUMdb

Diversified Family Services Retirement Plan

Sponsored by Diversified Family Services · EIN 251576497 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
119
With balances
123

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins. Co. Of America Recordkeeping fees $2,133
Empower Advisory Group, Llc Investment management $1,575
Definiti Llc Contract administrator $988