Dumac 401(k) Retirement Savings Plan
Sponsored by Dumac Business Systems, Inc. · EIN 150582459 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 94
- With balances
- 153
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $32,078 |
| Rbc Wealth Management | Investment advisory (plan) | $22,777 |