AUMdb

Retirement Plan For Hourly And Salaried Employees Of Donsco, Inc.

Sponsored by Donsco, Inc. · EIN 231744584 · Plan #002

Total assets
$11.7M
Net assets
$11.7M
Active participants
98
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Driehaus Capital Management Llc CRD 105757 deterministic · 100% 2024
Goldman Sachs Asset Management, L.P. CRD 107738 deterministic · 100% 2024
Gqg Partners Llc CRD 283720 deterministic · 100% 2024
Pacific Investment Management Company Llc CRD 104559 fuzzy_auto · 97% 2024
J.P. Morgan Investment Management Inc. CRD 107038 deterministic · 100% 2024
Diamond Hill Capital Management, Llc CRD 110638 deterministic · 100% 2024
Infinity Capital Asset Management, Llc CRD 330526 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Fulton Financial Advisors Trustee (institutional), Trustee (directed), Investment advisory (plan) $77,059
Conrad Siegel Actuarial, Recordkeeping, Consulting (pension) $46,250
Driehaus Capital Management Llc Investment management, Investment management fees (indirect) $0
Goldman Sachs Asset Management, L.P Investment management, Investment management fees (indirect) $0
Gqg Partners Llc Investment management, Investment management fees (indirect) $0
Pacific Investment Management Compa Investment management, Investment management fees (indirect) $0
J.P. Morgan Investment Management, Investment management, Investment management fees (indirect) $0
Diamond Hill Capital Management Inc Investment management, Investment management fees (indirect) $0
Pacific Investment Management Compa Investment management, Investment management fees (indirect) $0
Infinity Q Investment management, Investment management fees (indirect) $0