Dimont & Associates, Llc 401(k) Profit Sharing Plan
Sponsored by Dimont & Associates, Llc · EIN 330885830 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 66
- With balances
- 99
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $15,963 |
| Alera Investment Advisors, Llc | Investment advisory (plan) | $11,489 |
| Lpl Financial Llc | Finders' fees/placement fees | $0 |