Data Systems, Inc. Profit Sharing Plan And Trust
Sponsored by Data Systems, Inc. · EIN 470465884 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 511
- With balances
- 598
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $78,465 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $58,723 |
| Morningstar Inc | Investment management, Direct payment from the plan | $28,948 |
| Mcmillen Dovali Co Pc | Accounting, Direct payment from the plan | $15,300 |