Dahlin Group, Inc. 401(k) Retirement Plan
Sponsored by Dahlin Group, Inc. · EIN 942455290 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.2M
- Active participants
- 180
- With balances
- 260
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 |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $685 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $19 |