AUMdb

Digital Media Solutions 401(k) Retirement Plan

Sponsored by Digital Media Solutions, Llc · EIN 900824110 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
209
With balances
215

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
Meridian Wealth Partners, Llc CRD 287768 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Ny Recordkeeping, Investment management, Sub-transfer agency fees $4,069
Meridian Wealth Partners Llc Investment advisory (participants) $0