Dorsch Ford 401(k) Profit Sharing Plan
Sponsored by Y&D Corp Dba Dorsch Ford Lincoln Kia · EIN 391137195 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 215
- With balances
- 211
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan) | $29,932 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $8,982 |