C Dive Llc 401(k) P/S Plan
Sponsored by C Dive Llc · EIN 261812515 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 227
- With balances
- 378
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 · 93% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $30,308 |
| Raymond James Financial. | Investment advisory (plan), Direct payment from the plan | $19,308 |
| Ameriprise Financial | Investment advisory (plan), Direct payment from the plan | $17,208 |