AUMdb

Droneup 401(k) & Profit Sharing Plan

Sponsored by Droneup, Llc · EIN 814177107 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
210
With balances
194

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Services Ad Investment advisory (plan) $23,356
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $13,006
Administrative Group, Llc Dba Tag R Recordkeeping, Participant loan processing, Recordkeeping fees $12,419
Raymond James Financial Services Ad Investment advisory (plan), Consulting fees $5,791
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $4,639