Dillon Companies, Llc Employees' Profit Sharing Plan
Sponsored by Dillon Companies, Llc · EIN 480196590 · Plan #001
- Total assets
- $234M
- Net assets
- $234M
- Active participants
- 1,319
- With balances
- 2,130
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Float revenue, Other investment fees and expenses | $102,209 |
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,722 |