AUMdb

Employee 401(k) Plan & Trust Of Dealers Electrical Supply Co.

Sponsored by Dealers Electrical Supply Co. · EIN 741972120 · Plan #003

Total assets
$39.1M
Net assets
$39.1M
Active participants
502
With balances
784

Plan year beginning 05/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Disciplined Investors, L.L.C. CRD 114614 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Disciplined Investors Llc Investment advisory (participants), Investment advisory (plan), Participant communication $61,492
Pattillo, Brown & Hill, Llp Recordkeeping, Participant loan processing, Participant communication $26,600