The Dutra Group 401(k) Plan
Sponsored by The Dutra Group · EIN 942278920 · Plan #001
- Total assets
- $39.1M
- Net assets
- $39.1M
- Active participants
- 157
- With balances
- 192
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group, Llc | Investment advisory (participants) | $64,276 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,314 |