Digital Grapes, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Digital Grapes, Llc · EIN 481288786 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 228
- With balances
- 286
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | 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 |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $42,930 |
| Kathmere Capital Management Llc | Investment advisory (plan) | $20,141 |
| Dcsretire Inc | Contract administrator | $4,906 |
| Empower Advisory Group, Llc | Investment management | $3,047 |
| Dorsa Consulting Services Inc. | Contract administrator | -$422 |