D & D Distributors Non Union 401(k) Plan
Sponsored by D & D Distributors, Lllp · EIN 203258724 · Plan #002
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 138
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moneta Group Llc | Investment advisory (plan) | $26,125 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $24,477 |
| Charles Schwab Trust Company | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |