Delaware Nation Companies Retirement Savings Plan
Sponsored by Delaware Nation Economic Development Authority · EIN 273276198 · Plan #001
- Total assets
- $38.9M
- Net assets
- $38.9M
- Active participants
- 1,483
- With balances
- 1,499
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $60,398 |
| John Jones Dba Scissortail .00 Exec | Investment advisory (plan) | $46,146 |
| Empower Advisory Group, Llc | Investment management | $27,990 |
| Tristar Pension,Ltd | Contract administrator | $17,467 |
| Cambridge Investment .00 Research I | Investment advisory (plan) | $0 |