Dietz & Watson, Inc. Deferred Salary Savings Plan
Sponsored by Dietz & Watson, Inc. · EIN 230526135 · Plan #002
- Total assets
- $43.2M
- Net assets
- $43.2M
- Active participants
- 610
- With balances
- 721
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $124,463 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $29,998 |
| Empower Advisory Group, Llc | Investment management | $23,286 |