AUMdb

Steven Dubner Landscaping 401(k) Profit Sharing Plan & Trust

Sponsored by Steven Dubner Landscaping · EIN 112120751 · Plan #002

Total assets
$1.1M
Net assets
$1.1M
Active participants
240
With balances
177

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
Paychex Securities Corp $3,839
Merrill Lynch Pierce, Fenner& Smith $2,925
Erisa Fiduciary Services Inc $1,000
Mid Atlantic Trust Company $960