The Donaldson Group, Llc
Sponsored by The Donaldson Group, Llc · EIN 522135284 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 164
- With balances
- 197
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Princpal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $37,391 |
| Kestra Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $24,406 |
| Orenda Retirement, Llc | Other fees, Direct payment from the plan, Other services | $12,022 |