AUMdb

Drj 401(k)

Sponsored by Don Roberto Jewelers Inc · EIN 330407269 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
578
With balances
623

Plan year beginning 01/01/2024 · 401(k)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $20,389
Fmn Capital Corp Other services, Other commissions $0