AUMdb

Donohue & Associates Inc. 401 K Plan

Sponsored by Donohue & Associates Inc · EIN 391873700 · Plan #001

Total assets
$39.2M
Net assets
$39.2M
Active participants
138
With balances
187

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
Acec Retirement Trust Other fees $44,989
Empower Advisory Group, Llc Investment management $9,059
Map Retirement Usa Llc Contract administrator $4,300