Devine, Millimet & Branch 401(k) Plan
Sponsored by Devine, Millimet & Branch, Professional Association · EIN 020336151 · Plan #005
- Total assets
- $61.7M
- Net assets
- $61.7M
- Active participants
- 100
- With balances
- 153
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $57,262 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,339 |
| Wipfli Llp | Accounting | $16,000 |