Digging & Rigging 401(k) Profit Sharing Plan
Sponsored by Digging & Rigging, Inc. · EIN 521210282 · Plan #002
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 187
- With balances
- 219
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Participant loan processing | $45,147 |
| Wellth Advisory Services, Llc | Investment advisory (participants), Other commissions | $14,852 |
| Global Retirement Partners, Llc | Investment advisory (participants), Other commissions | $13,149 |
| Duncan Accounting & Tax Services | Contract administrator | $6,720 |