Dot Holdings Co 401(k) And Profit Sharing Plan
Sponsored by Dot Holdings Co · EIN 823213853 · Plan #003
- Total assets
- $674M
- Net assets
- $674M
- Active participants
- 7,017
- With balances
- 7,916
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 Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $384,885 |
| Marsh Usa Llc | Investment advisory (plan), Direct payment from the plan | $113,218 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $88,901 |
| Gray Hunter Stenn Llp | Accounting, Direct payment from the plan | $25,478 |