AUMdb

Diversatek, Inc. Savings Plan

Sponsored by Diversatek, Inc. · EIN 391558213 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
208
With balances
225

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
Heck Capital Advisors, Llc CRD 143848 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $16,846
Heck Capital Advisors Llc Investment advisory (plan) $16,119