Deer Management Systems Retirement Plan
Sponsored by Deer Management Systems Llc · EIN 844799525 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 392
- With balances
- 336
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co., L.P. | Investment advisory (participants), Consulting (general), Consulting fees | $8,386 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,791 |
| John Hancock Life Ins. Co. (U.S.A.) | Recordkeeping, Investment management, Sub-transfer agency fees | $1,008 |