AUMdb

Driggs Title Agency 401(k) Plan

Sponsored by Driggs Title Agency, Inc. · EIN 260713630 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
117
With balances
136

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
John Hancock Retirement Plan Svcs Recordkeeping, Investment advisory (participants), Participant loan processing $20,690
United Planners Fncl Svcs Of Americ Recordkeeping, Trustee (institutional), Other services $10,455