AUMdb

Digital Room Llc 401(k) Plan

Sponsored by Digital Room Llc · EIN 814442785 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
863
With balances
477

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $41,493
Empower Annuity Insurance Company Recordkeeping fees $30,377
Empower Advisory Group, Llc Investment management $15,249
Incentive Benefits, Inc. Contract administrator $4,800