Delap Llp Retirement Plan
Sponsored by Delap Llp · EIN 930418710 · Plan #001
- Total assets
- $36.7M
- Net assets
- $36.7M
- Active participants
- 125
- With balances
- 171
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 |
|---|---|---|
| Human Investing, Llc CRD 133017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Human Investing | Investment advisory (plan) | $47,938 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,693 |