The Dallas Group Of America, Inc. Employees' Profit Sharing Plan And Trust
Sponsored by The Dallas Group Of America, Inc · EIN 222952954 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 137
- With balances
- 150
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $88,448 |
| Ubs Financial Services Inc | Investment advisory (plan) | $49,381 |
| Eisneramper Llp | Accounting | $12,000 |