AUMdb

Dierbergs Markets, Inc. 401(k) Plan

Sponsored by Dierbergs Markets, Inc. · EIN 430863198 · Plan #001

Total assets
$74.5M
Net assets
$74.5M
Active participants
297
With balances
406

Plan year beginning 01/01/2024 · 401(k)

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $101,671
Moneta Group Llc Investment advisory (plan) $45,189
Rubin Brown Llp Accounting $12,500
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0