Dtm Companies 401(k) Plan
Sponsored by Dan T. Moore Company · EIN 341082874 · Plan #001 · Cleveland, OH
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 367
- With balances
- 389
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors | Investment advisory (participants), Investment advisory (plan) | $55,948 |
| Pease Bell Cpa's | Accounting | $20,365 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,400 |