Davies Office Refurbishing, Inc. 401(k) Profit Sharing Plan
Sponsored by Davies Office Refurbishing, Inc. · EIN 141566162 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 184
- With balances
- 157
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $10,953 |
| Lpl Financial Llc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |