Dennis' 7 Dees Tax Deferred Savings Plan
Sponsored by Dennis' Seven Dees Landscaping, Inc · EIN 930820720 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 208
- With balances
- 181
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 |
|---|---|---|
| Human Investing, Llc CRD 133017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,376 |
| Human Investing | Investment advisory (plan), Consulting fees | $23,691 |
| Patrick Buzarellos Kendrick, Llp | Accounting, Direct payment from the plan | $11,000 |