AUMdb

Malloy Electric 401(k) Retirement Savings Plan

Sponsored by Dmg, Incorporated Dba Malloy Electric · EIN 460311385 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
240
With balances
200

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Contract administrator, Direct payment from the plan, Recordkeeping fees $63,079
Definiti Llc Contract administrator, Direct payment from the plan, Other services $3,430
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0