Driggs Bills & Day P.C. 401(k) Profit Sharing Plan & Trust
Sponsored by Driggs, Bills & Day, P.C. · EIN 870551087 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 172
- With balances
- 128
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 |
|---|---|---|
| Navigate Financial Llc CRD 325945 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Navigate Financial Llc | Investment advisory (plan) | $26,582 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $5,925 |