AUMdb

Did Agency Group, Llc 401(k) Profit Sharing Plan

Sponsored by Did Agency Group, Llc · EIN 611846362 · Plan #002

Total assets
$17.9M
Net assets
$17.9M
Active participants
199
With balances
291

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
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Equitable Advisors Llc Investment advisory (plan) $45,716
Capital Group Retirement Plan Svcs Recordkeeping fees $29,184
Mandmarblestone Group Llc Contract administrator $4,025