Dinsdale Financial Institutions 401(k) Profit Sharing Plan
Sponsored by Dinsdale Financial Institutions · EIN 470759612 · Plan #002
- Total assets
- $358M
- Net assets
- $358M
- Active participants
- 2,073
- With balances
- 2,683
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 |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
| Agh Wealth Advisors, Llc CRD 146796 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allen, Gibbs & Houlik, L.C. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $259,333 |
| Pension Consultants | Investment advisory (plan), Investment management, Direct payment from the plan | $40,500 |
| Agh Wealth Advisors, Llc | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $24,250 |
| Eidebailly, Llp | Accounting, Direct payment from the plan | $20,475 |