AUMdb

The Dave Thomas Family Companies, Llc 401(k) Profit Sharing Plan

Sponsored by The Dave Thomas Family Companies, Llc · EIN 475504383 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
548
With balances
168

Plan year beginning 01/01/2024 · 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
Proaccount Investment advisory (participants) $11,086
Aps Pentegra Contract administrator $9,214
Nationwide Recordkeeping $2,815