AUMdb

D'amico Holding Company 401(k) Plan

Sponsored by D'amico Holding Company · EIN 411718266 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
714
With balances
128

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $25,375
Kestra Investment Services Llc Investment advisory (plan) $16,893