Profit Sharing Retirement Plan For Employees Of Res And Kondex
Sponsored by Dlsm, Inc. · EIN 391320531 · Plan #001
- Total assets
- $65.1M
- Net assets
- $65.1M
- Active participants
- 299
- With balances
- 401
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 |
|---|---|---|
| Ubs | Investment advisory (plan) | $28,948 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$61,109 |