Dsi Holding Usa Inc. Profit Sharing And Retirement Plan
Sponsored by Dsi Holding Usa Inc. · EIN 260880426 · Plan #002
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 207
- With balances
- 268
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Recordkeeping, Investment management, Direct payment from the plan | $73,301 |
| Future Capital | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $40,845 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $3,435 |