Dan Klores Communications, Llc 401(k) Savings Plan
Sponsored by Dan Klores Communications, Llc · EIN 611568930 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 208
- With balances
- 251
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $35,400 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $30,860 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $7,647 |