AUMdb

Dorsey & Whitney Llp Supplemental Pension Plan

Sponsored by Dorsey & Whitney Llp · EIN 410223337 · Plan #005 · Minneapolis, MN

Total assets
$15.2M
Net assets
$15.2M
Active participants
35
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Vanguard Advisors Inc. Investment advisory (plan) $21,541
Us Bank National Association Trustee (institutional), Investment management fees (indirect) $11,347