Dean Dorton Allen Ford, Pllc Retirement Plan
Sponsored by Dean Dorton Allen Ford, Pllc · EIN 273858252 · Plan #001
- Total assets
- $85.7M
- Net assets
- $85.7M
- Active participants
- 539
- With balances
- 645
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 |
|---|---|---|
| Buckingham Asset Management | Investment management, Direct payment from the plan | $48,372 |
| Schwab Retirement Plan Services, In | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $45,028 |
| Alphamark Advisors Llc | Investment advisory (participants), Direct payment from the plan | $15,926 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,206 |