Don's Mobile Glass Inc. Profit Sharing 401(k) Plan
Sponsored by Don's Mobile Glass, Inc. · EIN 941631634 · Plan #002 · Modesto, CA
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 179
- With balances
- 276
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annunity Insurance Co.Of Am | Recordkeeping fees | $25,552 |
| Empower Advisory Group Llc | Investment management | $16,490 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $11,838 |
| Osborne & Associates, Inc. | Contract administrator | $9,700 |