AUMdb

Directors Investment Group Inc. 401(k) Plan

Sponsored by Funeral Directors Life Insurance Company · EIN 741001040 · Plan #001

Total assets
$34.6M
Net assets
$34.6M
Active participants
424
With balances
454

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
Parkway Advisors, L.P. CRD 112629 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Parkway Advisors, Lp Investment advisory (plan), Direct payment from the plan $88,589
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $42,340
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan $0