Dave Arbogast Group, Inc. 401(k) Plan
Sponsored by Dave Arbogast Group, Inc. · EIN 311409301 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 146
- With balances
- 110
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $25,805 |
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan) | $24,179 |
| Edward D Jones & Company | Investment advisory (plan) | $2,849 |
| Creative Retirement Systems, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,375 |