AUMdb

D & F, Lobo Construction, Inc. Profit Sharing Plan

Sponsored by D & F Construction, Inc. · EIN 541206616 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
216
With balances
169

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
Transamerica Life Insurance Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $18,307
Coastal Pension Services Recordkeeping, Participant loan processing, Recordkeeping fees $669
Kestra Investment Services Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0