Docuware Corporation 401(k) Savings Plan
Sponsored by Docuware Corporation · EIN 141826943 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 116
- With balances
- 142
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $36,599 |
| John Hancock | Recordkeeping | $27,885 |