AUMdb

The Daily Planet 403(b) Plan

Sponsored by Daily Planet, Incorporated · EIN 540900368 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
145
With balances
119

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisors Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) $12,298
Newport Group, Inc. Recordkeeping, Custodial (other), Recordkeeping fees $8,429