AUMdb

Dick Anderson Construction, Inc. Profit Sharing Plan

Sponsored by Dick Anderson Construction, Inc. · EIN 810380463 · Plan #001

Total assets
$42.5M
Net assets
$42.5M
Active participants
526
With balances
564

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $74,241
Empower Annuity Insurance Company Recordkeeping fees $35,406
Randall & Hurley, Inc. Contract administrator $18,867
Empower Advisory Group, Llc Investment management $17,311
Kcoe Isom Llp Accounting $15,225