Dvf Studio 401(k) Plan
Sponsored by Dvf Studio, Llc · EIN 133845494 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 22
- With balances
- 106
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
| Rps Advisory Solutions, Llc CRD 311575 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Institutional Oper Co | Recordkeeping fees, Account maintenance fees | $19,645 |
| Aurora Private Wealth Inc | Investment advisory (plan) | $13,269 |
| Caron & Bletzer, Pllc | Accounting | $11,700 |
| Alera Investment Advisors, Llc | Investment advisory (plan) | $6,491 |
| Retirement Plan Solutions | Investment advisory (participants) | $6,020 |