AUMdb

Dm Clinical Research Retirement Trust

Sponsored by Dynamed Medical Research, Lp Dm · EIN 743189285 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
423
With balances
324

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $26,611
Cambridge Investment Research, Inc. Recordkeeping, Trustee (institutional), Other services $15,340
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0