Dukane Ias, Llc Savings & Investment Plan
Sponsored by Dukane Ias, Llc · EIN 611778005 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 181
- With balances
- 208
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $38,288 |
| Sentinel Pension Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $35,000 |
| Mg Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $6,957 |