D & H Employee Stock Ownership Plan
Sponsored by D & H Corporate Group Inc. · EIN 882009462 · Plan #002
- Total assets
- $314M
- Net assets
- $239M
- Active participants
- 1,478
- With balances
- 1,631
Plan year beginning 05/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 95% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Federated Investment Management Company CRD 105138 | fuzzy_auto · 98% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 98% | 2024 |
| Gqg Partners Llc CRD 283720 | deterministic · 100% | 2024 |
| Kkr Credit Advisors (Us) Llc CRD 146629 | fuzzy_auto · 98% | 2024 |
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanley Smithbarney | Recordkeeping, Investment management, Securities brokerage | $181,154 |
| Conrad Siegel Inc | Recordkeeping, Consulting (pension), Participant communication | $18,380 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Jp Morgan Asset Management | Investment management, Investment management fees (indirect) | $0 |
| Principal Asset Management | Investment management, Investment management fees (indirect) | $0 |
| Proshares Trust | Investment management, Investment management fees (indirect) | $0 |
| Federated Investment Management Com | Investment management, Investment management fees (indirect) | $0 |
| Cohen & Steers Capital Management, | Investment management, Investment management fees (indirect) | $0 |
| Gqg Partners Llc | Investment management, Investment management fees (indirect) | $0 |
| Kkr Credit Advisors Llc | Investment management, Investment management fees (indirect) | $0 |
| Lazard Asset Management Llc | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |