AUMdb

Diverse Power 401 K Plan

Sponsored by Diverse Power Incorporated, An Electric Membership Corporation · EIN 580465897 · Plan #001

Total assets
$35.6M
Net assets
$35.6M
Active participants
139
With balances
155

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 · 97% 2024

Service providers

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

Provider Services Direct comp
Raymond James Financial Services Ad Investment advisory (plan) $71,885
Ascensus Inc Contract administrator $15,251
Retirement Plan Administrators, Llc Contract administrator $12,979
Empower Annuity Insurance Company Recordkeeping fees $3,959