AUMdb

Delong's, Inc. Profit Sharing Plan

Sponsored by Delong's Inc. · EIN 440528273 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
148
With balances
148

Plan year beginning 01/01/2024 · Profit-sharing

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
Williams Keepers Accounting, Direct payment from the plan $15,000
Milliman, Inc. Recordkeeping, Consulting (general) $8,250
Benefit Trust Company Trustee (institutional), Investment advisory (plan), Direct payment from the plan $6,322