Complete Discovery Source 401(k) Plan & Trust
Sponsored by Complete Discovery Source Inc. · EIN 260074903 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 217
- With balances
- 219
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America Na | Investment advisory (plan), Direct payment from the plan | $34,028 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $24,311 |