Doma 401(k) Plan
Sponsored by Doma Corporate, Llc · EIN 365001646 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $85,492 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,427 |
| Cooper Savas Llc | Accounting | $10,000 |
| Alliant Insurance Services, Inc. | Consulting (general) | $7,500 |