Dari Mart Stores, Inc. And Affiliated Companies Employee Savings Plan
Sponsored by Dari Mart Stores, Inc. · EIN 930619590 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 169
- With balances
- 258
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan), Direct payment from the plan | $34,570 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,448 |
| Jones & Roth | Accounting, Direct payment from the plan | $7,500 |