Donor Network West Retirement Plan
Sponsored by Donor Network West · EIN 943062436 · Plan #001
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 440
- With balances
- 584
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $128,719 |
| Pensionmark Financial Group | Investment advisory (participants), Investment advisory (plan) | $74,361 |
| Peery & Associates, Inc. | Other fees | $11,750 |