AUMdb

Daiwa Corporate Advisory 401(k) Llc Plan

Sponsored by Daiwa Corporate Advisory Llc · EIN 200214594 · Plan #001 · Washington, DC

Total assets
$30.6M
Net assets
$30.6M
Active participants
118
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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $863