D.E.W. Construction 401(k) Profit Sharing Plan
Sponsored by D.E.W. Construction Corp. · EIN 043360865 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 111
- With balances
- 165
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 |
|---|---|---|
| Trg Investment Advisors, Llc CRD 315629 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trg Investment Advisors Llc | Investment advisory (plan) | $14,313 |
| Caron & Bletzer, Pllc | Accounting | $13,000 |
| The Swanson Group Llc | Accounting | $7,623 |
| Kestra Investment Services Llc | Other commissions | $0 |