AUMdb

Developmental Disabilities Assoc. Of Nj Profit Sharing Plan

Sponsored by Developmental Disabilities Association Of Nj, Inc. · EIN 222310965 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
202
With balances
224

Plan year beginning 09/01/2024 · Profit-sharing

Linked investment advisers

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

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Investment advisory (participants), Participant loan processing $5,651
Intac Actuarial Services Inc Recordkeeping $5,436
Nationwide Recordkeeping, Investment advisory (participants), Participant loan processing $948
Osaic Wealth Inc. Investment advisory (participants), Investment advisory (plan) $0