AUMdb

D & H 401(k) Plan

Sponsored by D & H Distributing Co. · EIN 230506415 · Plan #001

Total assets
$90.2M
Net assets
$90.1M
Active participants
1,483
With balances
1,600

Plan year beginning 05/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $38,077
Empower Advisory Group, Llc Investment management $19,500
Charles Schwab & Co., Inc. Investment advisory (participants), Securities brokerage, Direct payment from the plan $1