AUMdb

Darling Consulting Group 401(k) Profit Sharing Plan

Sponsored by Darling Consulting Group, Inc. · EIN 043106489 · Plan #001

Total assets
$56.4M
Net assets
$56.4M
Active participants
160
With balances
206

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $137,484
Harvey & Martin Accounting, Direct payment from the plan $31,500
National Financial Services Securities brokerage, Securities brokerage commissions $0
Ameriprise Financial Services, Inc. Consulting (general), Insurance brokerage commissions $0