AUMdb

Ydsp Entertainment Dba Speaking Rock Entertainment Center 401(k) Plan

Sponsored by Ydsp Entertainment Dba Speaking Rock Entertainment Center · EIN 611774403 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
530
With balances
602

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $99,062
M Holdings Securities, Inc. Consulting (general), Investment advisory (plan) $36,667