Danis & Affiliates Retirement Plan
Sponsored by Danis Building Construction Company · EIN 311361003 · Plan #001
- Total assets
- $97.7M
- Net assets
- $97.7M
- Active participants
- 822
- With balances
- 894
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 |
|---|---|---|
| Oxford Financial Group, Ltd. Llc CRD 105303 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oxford Financial Group Ltd | Investment advisory (plan) | $193,632 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$39,795 |