AUMdb

Dsi 401(k) Plan

Sponsored by Dothan Security, Inc. · EIN 630748641 · Plan #002

Total assets
$2.2M
Net assets
$2.2M
Active participants
2,651
With balances
176

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $16,969
Erisa Services, Inc Recordkeeping, Participant loan processing, Recordkeeping fees $13,435
Cambridge Investment Research Advis Investment advisory (plan) $11,241