AUMdb

Dewild Grant Reckert & Associates 401(k) Profit Sharing Plan

Sponsored by Dewild Grant Reckert & Associates · EIN 420895249 · Plan #001

Total assets
$100M
Net assets
$100M
Active participants
181
With balances
188

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
Redhawk Wealth Advisors, Inc. CRD 146616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Admin Services, Inc. Recordkeeping, Consulting (general), Participant loan processing $226,420
Redhawk Wealth Advisors Investment advisory (plan), Named fiduciary, Direct payment from the plan $18,240