AUMdb

Donovan Marine, Inc. Retirement And Profit Sharing Plan

Sponsored by Donovan Marine, Inc. · EIN 720642880 · Plan #001

Total assets
$39.1M
Net assets
$39.1M
Active participants
371
With balances
398

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bks Financial Investments Llc Dba Investment advisory (plan) $88,902
Empower Advisory Group, Llc Investment management $66,794
Ericksen, Krentel & Laporte, Llp Accounting $14,200
Empower Annuity Insurance Company Recordkeeping fees $0