AUMdb

Dixon/Schwabl Advertising, Inc. 401(k) And Profit Sharing Plan

Sponsored by Dixon/Schwabl Advertising, Inc. · EIN 161409122 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
85
With balances
120

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
Alesco Advisors, Llc, An Esl Company CRD 339091 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Burke Group Recordkeeping fees, Direct payment from the plan, Participant communication $60,332
Alesco Advisors Llc Investment advisory (plan), Other investment fees and expenses $32,753