Discovery Builders, Inc. 401 K Plan
Sponsored by Discovery Builders, Inc. · EIN 680406953 · Plan #002
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 95
- With balances
- 146
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Participant loan processing, Float revenue | $61,567 |
| Ameriprise Financial Services, Inc. | Investment advisory (plan) | $0 |