D & M Tool Corporation 401(k) Profit Sharing Plan
Sponsored by D & M Tool Corporation · EIN 351383740 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 158
- With balances
- 130
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan) | $12,500 |
| Creative Benefit Strategies | Consulting (pension) | $11,485 |
| Pcs Retirement, Llc | Recordkeeping | $9,032 |