AUMdb

Doyon 401(k) Savings And Retirement Plan

Sponsored by Doyon, Limited · EIN 920042933 · Plan #002

Total assets
$156M
Net assets
$156M
Active participants
1,096
With balances
1,535

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $87,965
Jones & Roth, Pc Accounting, Direct payment from the plan $25,500
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $528