AUMdb

Dohrn Transfer Company 401(k) Profit Sharing Plan

Sponsored by Dohrn Transfer Company, Llc · EIN 300830395 · Plan #001

Total assets
$33.4M
Net assets
$33.3M
Active participants
1,201
With balances
1,316

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Definiti Llc Contract administrator, Recordkeeping, Participant loan processing $75,670
Edward Jones Investment advisory (participants), Investment advisory (plan), Investment management $57,941
Capital Group Retirement Plan Serv. Recordkeeping, Investment management, Participant loan processing $16,505