Donley's 401(k) Retirement Plan
Sponsored by Donley Companies, Inc. · EIN 873916612 · Plan #002
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 526
- With balances
- 304
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $62,465 |
| Sikich Cpa Llc | Accounting | $11,000 |
| Rea & Associates, Inc. | Contract administrator | $4,500 |
| Kestra Investment Services, Llc | Other commissions | $0 |