AUMdb

Delmar Gardens Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Delmar Gardens Enterprises, Inc. · EIN 431066632 · Plan #002

Total assets
$80.4M
Net assets
$80.4M
Active participants
3,993
With balances
1,120

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
Smith Moore & Co. CRD 3441 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Smith Moore & Co Investment advisory (plan) $24,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $10,119