Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Dan Callaghan Enterprises, Inc. · EIN 591795428 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 120
- With balances
- 132
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $13,986 |
| John Hancock Life Insurance Co | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,078 |