Leo A. Daly Retirement Savings And Investment Trust
Sponsored by Leo A Daly Company · EIN 470363104 · Plan #001
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 766
- With balances
- 1,260
Plan year beginning 03/01/2024 · 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $188,767 |
| Qdro Consultants Company, Llc | Other fees | $300 |