D.G. Yuengling & Son, Inc. 401(k) Savings And Profit Sharing Plan
Sponsored by D.G. Yuengling & Son, Inc. · EIN 231244850 · Plan #002
- Total assets
- $63.4M
- Net assets
- $63.4M
- Active participants
- 332
- With balances
- 389
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management. | Investment advisory (plan), Direct payment from the plan | $44,572 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $29,134 |
| Boyer & Ritter | Accounting, Direct payment from the plan | $6,900 |