D P Preiss Company Inc 401 K Profit Sharing Plan & Trust
Sponsored by D P Preiss Company Inc · EIN 561583525 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 373
- With balances
- 189
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 |
|---|---|---|
| Rmr Wealth Builders, Inc. CRD 169005 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rmr Wealth Builders | Investment advisory (participants) | $13,443 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $3,770 |