Donor Alliance, Inc. 401 K Plan And Trust
Sponsored by Donor Alliance, Inc. · EIN 841003771 · Plan #003
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 208
- With balances
- 319
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $6,104 |
| Kestra Advisory Services | Other fees | $0 |
| Tycor Benefit Administrators, Inc. | Other services | $0 |