Dietz & Watson, Inc. Local 152 401(k) Savings Plan
Sponsored by Dietz & Watson, Inc. · EIN 230526135 · Plan #005
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 452
- With balances
- 599
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $28,525 |
| Empower Advisory Group, Llc | Investment management | $5,192 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,641 |