AUMdb

Big D 401 K Build Plan

Sponsored by Big D Corporation · EIN 870622628 · Plan #001

Total assets
$114M
Net assets
$114M
Active participants
1,896
With balances
1,689

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $7,233
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$29,747