D'annunzio 401(k) Plan
Sponsored by D'annunzio Group, Inc. · EIN 222850163 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 44
- With balances
- 56
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $42,001 |
| Empower Annunity Insurance | Recordkeeping fees | $8,472 |
| Charles Schwab & Co, Inc | Investment advisory (participants) | $6,449 |