Delaware Park & Affiliates 401(k) Plan
Sponsored by Delaware Park Management Company, Llc · EIN 113790086 · Plan #001
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 777
- With balances
- 594
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management Llc | Investment advisory (plan) | $63,567 |
| Delaware Park Management Company Ll | Other fees | $23,000 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $10,487 |