AUMdb

Dilworth Paxson Llp 401(k) Savings Plan For Non Equity Attorneys

Sponsored by Dilworth Paxson Llp · EIN 231398811 · Plan #004

Total assets
Net assets
Active participants
48
With balances
97

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Professional Capital Services, Llc Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees $366
Charles Schwab Securities brokerage $19
Advisor Trust Securities brokerage $0