AUMdb

The Dl Martin Co 401 K Profit Sharing Plan

Sponsored by The Dl Martin Co · EIN 251185827 · Plan #004

Total assets
$8.6M
Net assets
$8.6M
Active participants
107
With balances
132

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Smith Elliott Kearns & Co., Llc Other fees $18,496
Lpl Financial Corporation Other fees $0