Dimensional Innovations, Inc. 401(k) Plan
Sponsored by Dimensional Innovations, Inc. · EIN 431654292 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 236
- With balances
- 314
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 |
|---|---|---|
| Tfb Advisors, Llc CRD 321870 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tfb Advisors, Llc | Recordkeeping, Investment advisory (plan) | $48,796 |
| The Vanguard Group | Recordkeeping | $26,165 |
| Pickett, Chaney And Mcmullen Llp | Accounting | $10,100 |
| Tax Favored Benefits, Inc. | Contract administrator | $4,275 |
| $0 | ||
| Ascensus Llc | Recordkeeping | $0 |