Dtsv Group 401(k) Plan
Sponsored by Dtsv, Inc. · EIN 541211502 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 1,140
- With balances
- 1,102
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $68,166 |
| Ascensus Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $25,076 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $22,611 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |