Dagenais Enterprises Management Company, Inc. 401(k) & Profit Sharing Plan
Sponsored by Dagenais Enterprises Management Company, Inc. · EIN 383387316 · Plan #002
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 201
- With balances
- 269
Plan year beginning 01/01/2024 · Stock bonus, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kerberrose Wealth Management, Llc CRD 168787 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kerber Rose Wealth Management | Investment advisory (plan) | $31,300 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $9,365 |