Diamond Vogel, Inc. 401(k) Plan
Sponsored by Diamond Vogel, Inc. · EIN 421271908 · Plan #002 · Orange City, IA
- Total assets
- $81.0M
- Net assets
- $81.0M
- Active participants
- 960
- With balances
- 1,299
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $88,054 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $49,812 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,016 |