Federal Management 401(k) Plan
Sponsored by Federal Management Co., Inc. · EIN 042513390 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 172
- With balances
- 205
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 |
|---|---|---|
| Davinci Capital Management Inc. CRD 46897 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $54,566 |
| Davinci Capital Management, Inc. | Investment advisory (plan), Consulting fees | $49,371 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |