Dykema Gossett Pllc Cash Balance Plan
Sponsored by Dykema Gossett Pllc · EIN 381446628 · Plan #003
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 113
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $86,364 |
| Sei Investments Management Corp | Custodial (securities), Trustee (institutional), Trustee (directed) | $65,516 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $20,500 |