AUMdb

Design Systems, Inc. Profit Sharing And Retirement Savings Plan

Sponsored by Design Systems, Inc. · EIN 382473709 · Plan #002

Total assets
$34.8M
Net assets
$34.8M
Active participants
135
With balances
184

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Consulting (general), Direct payment from the plan $40,324
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $32,182
Mccurdy & Associates, Inc. Accounting, Direct payment from the plan $14,250