Delve Holdings, Inc. 401(k) Plan
Sponsored by Delve Holdings, Inc. · EIN 472364366 · Plan #001
- Total assets
- $79.4M
- Net assets
- $79.4M
- Active participants
- 239
- With balances
- 301
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $62,837 |
| Matrix Trust Company | Custodial (securities), Direct payment from the plan | $16,044 |