AUMdb

Deerfield Agency Llc 401(k) Plan

Sponsored by Deerfield Agency Llc · EIN 473931876 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
135
With balances
187

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Gallagher Benefit Services Inc. Investment advisory (plan) $13,521
Delaware Valley Retirement Inc Contract administrator $4,170
Empower Annuity Insurance Co Of Ame Recordkeeping fees $1,975
Erisa Services Of Georgia Llc Contract administrator $850
Equity Services Inc Other commissions $0