AUMdb

Dwyeromega Safe Harbor 401(k) Plan

Sponsored by Dwyer Instruments, Llc · EIN 350961454 · Plan #001 · Michigan City, IN

Total assets
$118M
Net assets
$118M
Active participants
1,590
With balances
1,424

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
Campos Financial Llc CRD 304860 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Cap Financial Investment advisory (participants), Investment advisory (plan) $113,272
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $89,797