Designatronics, Incorporated 401(k) Plan
Sponsored by Designatronics, Incorporated · EIN 111972961 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 180
- With balances
- 183
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mai Capital Management Llc | Investment advisory (plan) | $13,721 |
| Global Retirement Partners Llc | Investment advisory (plan) | $12,956 |
| Debruin & Associates Cpa's Llc | Accounting | $7,325 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$10,273 |