AUMdb

Dynamic Air Inc. 401(k) Plan

Sponsored by Dynamic Air Inc. · EIN 410954975 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
81
With balances
107

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
Ubs Financial Services Inc. CRD 8174 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 $48,987
Ubs Financial Services Inc Investment advisory (plan), Other fees $0