AUMdb

Red Diamond, Inc. Retirement Savings Plan

Sponsored by Red Diamond, Inc. · EIN 630060590 · Plan #002

Total assets
$15.9M
Net assets
$15.9M
Active participants
145
With balances
175

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
Waverly Advisors, Llc CRD 115332 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Waverly Advisors, Llc Consulting (pension), Investment advisory (participants), Investment advisory (plan) $71,911