Document Storage Systems, Inc. 401(k) Plan
Sponsored by Document Storage Systems, Inc. · EIN 431575286 · Plan #001
- Total assets
- $88.0M
- Net assets
- $88.0M
- Active participants
- 705
- With balances
- 690
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $70,583 |
| Broad Street Capital Partners Llc | Investment advisory (plan) | $67,049 |
| Empower Advisory Group, Llc | Investment management | $61,490 |
| Wealth Enhancement Advisory Service | Investment advisory (plan) | $20,000 |
| Ej Reynolds, Inc. | Contract administrator | $7,000 |