Dms 401(k) Plan
Sponsored by Dealer Management Services, Inc. · EIN 202016880 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 288
- With balances
- 165
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $24,840 |
| Creative Retirement Systems, Inc | Contract administrator | $6,203 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $4,210 |