AUMdb

Doswell Operating Group 401(k) Plan

Sponsored by Woodfin Heating, Inc. · EIN 541061638 · Plan #002

Total assets
$43.1M
Net assets
$43.1M
Active participants
1,053
With balances
711

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $58,464
Empower Advisory Group, Llc Investment management $21,522
Onedigital Investment Advisors Llc Investment advisory (plan) $14,667