Data Business Equipment, Inc. Retirement Plan
Sponsored by Data Business Equipment, Inc. · EIN 420937053 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 217
- With balances
- 234
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 |
|---|---|---|
| Retireright, Llc CRD 300925 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retireright Llc | Investment advisory (plan) | $48,229 |
| Empower Annuity Insurance Company | Recordkeeping fees | $25,447 |
| Na Na | Other fees | $13,504 |
| Empower Advisory Group, Llc | Investment management | $10,059 |