AUMdb

Duarte Communications 401(k) Plan

Sponsored by Duarte Communications, Inc. · EIN 770365272 · Plan #001

Total assets
$17.9M
Net assets
$17.9M
Active participants
95
With balances
160

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Float revenue, Participant loan processing $70,231
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $33,197
Nicholas Pension Consultants Recordkeeping, Participant loan processing, Recordkeeping fees $3,558