Data Analysis, Inc. Investment Plan And Trust
Sponsored by Data Analysis, Inc. · EIN 953936696 · Plan #001
- Total assets
- $89.8M
- Net assets
- $89.8M
- Active participants
- 787
- With balances
- 1,560
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment management, Recordkeeping fees, Insurance mortality and expense | $28,365 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $22,897 |
| Morningstar | Investment advisory (plan) | $0 |