Db Sterlin Consultants, Inc. Profit Sharing And 401(k) Plan And Trust
Sponsored by Db Sterlin Consultants, Inc. · EIN 364149498 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 143
- With balances
- 184
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $32,154 |
| Empower Advisory Group, Llc | Investment management | $7,297 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $510 |