AUMdb

Donegal Mutual Insurance Company 401 K Plan

Sponsored by Donegal Mutual Insurance Company · EIN 231336198 · Plan #003

Total assets
$198M
Net assets
$198M
Active participants
839
With balances
1,064

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $5,544