Diaz Anselmo & Associates 401(k) Plan
Sponsored by Diaz, Anselmo, & Associates, P.A.. · EIN 650345496 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 141
- With balances
- 140
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 |
|---|---|---|
| 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 Insurance Company O | Recordkeeping fees | $41,115 |
| Barry Max Levy & Associates | Contract administrator | $1,584 |
| Empower Advisory Group Llc | Investment management | $769 |
| Securities America Inc | Other commissions | $0 |
| Osaic Wealth Inc | Other commissions | $0 |