AUMdb

Tim Dahle Imports Inc. 401(k) Plan

Sponsored by Tim Dahle Imports, Inc. · EIN 870462662 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
441
With balances
967

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
National Benefit Services, Llc Contract administrator $28,085
Empower Annuity Insurance Company O Recordkeeping fees $14,855
Empower Advisory Group, Llc Investment management $97
Morgan Stanley Smith Barney Llc Other commissions $0