AUMdb

George E. Delallo Co., Inc. Salary Reduction And Profit Sharing Plan

Sponsored by George E. Delallo Co., Inc. · EIN 251127339 · Plan #001

Total assets
$22.1M
Net assets
$22.1M
Active participants
324
With balances
223

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping $78,446
Kestra Advisory Services Llc Investment advisory (plan) $53,269