AUMdb

Doma Technologies Llc 401(k) Plan

Sponsored by Doma Technologies Llc · EIN 542002784 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
202
With balances
293

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
Ubs Financial Services, Inc. Recordkeeping, Trustee (institutional), Other services $17,921
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $7,552
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0