Desimone Consulting Engineering 401(k) Plan
Sponsored by Desimone Consulting Engineering, D.P.C. · EIN 853062324 · Plan #001
- Total assets
- $51.2M
- Net assets
- $51.2M
- Active participants
- 338
- With balances
- 492
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 |
|---|---|---|
| Fiduciary Partners, Llc CRD 289488 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Plan Partners | Investment advisory (plan) | $67,298 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $36,834 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,161 |