Diversified Search Group Retirement Plan
Sponsored by Sv Dvf Holdings, Llc · EIN 833359849 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 267
- With balances
- 351
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 |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson Investment Services I | Investment advisory (plan) | $48,285 |
| Fund One Enterprise Holdings Llc | Other fees | $38,631 |
| Dwc Erisa Consultants Llc | Contract administrator | $29,343 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,758 |
| Fisher Cunnane & Associates | Accounting | $17,200 |
| Empower Advisory Group, Llc | Investment management | $11,638 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $0 |