AUMdb

Duane Morris Retirement Plan

Sponsored by Duane Morris Llp · EIN 231392502 · Plan #002

Total assets
$338M
Net assets
$338M
Active participants
455
With balances
526

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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
Charles Schwab & Co., Inc. Shareholder servicing fees $0