Dks Associates 401(k) Profit Sharing Plan
Sponsored by Dks Associates · EIN 942583153 · Plan #003
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 181
- With balances
- 231
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial Services Inc | Investment advisory (plan) | $58,180 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | -$2,046 |