Dci Engineers 401(k) Retirement Plan & Trust
Sponsored by D'amato Conversano, Inc., P.C. · EIN 911403544 · Plan #001
- Total assets
- $45.9M
- Net assets
- $45.9M
- Active participants
- 299
- With balances
- 376
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $45,000 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Shareholder servicing fees | $7,966 |
| Usi Consulting Group | Recordkeeping, Consulting (pension), Participant loan processing | $1,881 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |