AUMdb

A J. Dwoskin & Associates, Inc. Employee 401(k) Plan

Sponsored by A J. Dwoskin & Associates, Inc. · EIN 541013098 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
92
With balances
140

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
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $28,378
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,926