AUMdb

Field 401(k) Retirement Plan

Sponsored by Derry Enterprises, Inc. Dba Field Fastener Supply Company · EIN 363733336 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
296
With balances
322

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
Choreo, Llc CRD 111221 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $43,972
Choreo Llc Investment advisory (plan) $40,000