Diploma Holdings, Inc. 401(k) Plan
Sponsored by Diploma Holdings, Inc. · EIN 251817924 · Plan #001
- Total assets
- $46.8M
- Net assets
- $46.8M
- Active participants
- 609
- With balances
- 862
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ingham & Company | Contract administrator, Recordkeeping, Investment advisory (plan) | $96,935 |
| Retirement Solutions Specialists | Contract administrator | $16,469 |
| Ubs Financial Services Inc | Investment advisory (plan) | $14,954 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $3,078 |