AUMdb

Design Electric, Inc. 401(k) Retirement Plan

Sponsored by Design Electric, Inc. · EIN 411223438 · Plan #001

Total assets
$23.2M
Net assets
$23.2M
Active participants
139
With balances
187

Plan year beginning 02/01/2024 · 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

Service providers

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

Provider Services Direct comp
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $55,975
Empower Annuity Insurance Company O Recordkeeping fees $24,998
Design Electric Inc Other fees $22,522
Empower Advisory Group, Llc Investment management $4,320