Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings Plan
Sponsored by Diversified Service Options, Inc. Dba Guidewell Source · EIN 593514333 · Plan #001
- Total assets
- $224M
- Net assets
- $224M
- Active participants
- 2,356
- With balances
- 2,891
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $157,370 |
| Financial Engines | Investment advisory (plan) | $108,948 |
| Wealth Management Systems Inc | Other services | $0 |