AUMdb

Dec 401(k) Plan

Sponsored by De Corp. · EIN 741554644 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Hilliard & Associates, P.C. Accounting $35,432
M Holdings Securities Inc Investment advisory (plan) $25,919
Houghton Consulting (general) $15,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$10,260