Dutton Lainson Company 401(k) Profit Sharing Plan
Sponsored by Dutton Lainson Company · EIN 470147640 · Plan #004
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 251
- With balances
- 312
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cwm Llc | Investment advisory (plan) | $57,246 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,662 |
| Benefit Plans, Inc. | Contract administrator | $5,726 |
| Empower Advisory Group, Llc | Investment management | $2,240 |