AUMdb

The De Moya Group, Inc. Profit Sharing Plan & Trust

Sponsored by The De Moya Group, Inc. · EIN 592629362 · Plan #001

Total assets
$44.4M
Net assets
$44.4M
Active participants
328
With balances
380

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Osaic Fa Inc Investment advisory (plan) $74,730
Florida Retirement Consultants Contract administrator $8,525
Leafhouse Financial Advisors, Llc Investment advisory (plan) $8,109
Empower Annuity Insurance Company O Recordkeeping fees $0