Divert, Inc. 401(k) Plan
Sponsored by Divert, Inc. · EIN 208722795 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 358
- With balances
- 640
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 |
|---|---|---|
| Stance Capital Llc CRD 284267 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $35,970 |
| Lpl Holdings, Inc. | Investment advisory (plan) | $18,946 |
| Stance Capital Llc | Investment advisory (plan) | $18,713 |
| Bdg Cpas | Accounting | $11,390 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |