AUMdb

Dawson Construction, Llc Retirement Plan

Sponsored by Dawson Construction, Llc · EIN 911857107 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
244
With balances
190

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
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Standard Custodial (securities), Direct payment from the plan, Claims processing $33,788
Alera Investment Advisors, Llc Investment advisory (plan) $31,563
Hunnex And Shoemaker Inc. Recordkeeping, Investment advisory (plan) $0