AUMdb

Diversified Trust Company, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Diversified Trust Company, Inc. · EIN 621554452 · Plan #001

Total assets
$44.6M
Net assets
$44.6M
Active participants
112
With balances
138

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Burleigh Consulting Group, Inc. Recordkeeping fees $9,446