F.G. Downing Development, Inc. 401(k) Plan
Sponsored by F.G. Downing Development, Inc. · EIN 161250648 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 288
- With balances
- 268
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $88,010 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $14,000 |
| Actuarial Consulting Services Inc. | Other services, Other fees | $8,215 |
| Lawley Courier Advisors, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |