Dealersocket, Inc. 401(k) Plan
Sponsored by Dealersocket, Inc. · EIN 262013331 · Plan #003
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 514
- With balances
- 1,017
Plan year beginning 01/01/2021 · 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $157,883 |
| Lockton Financial Advisors Llc | Investment advisory (plan) | $8,750 |