Dt Global 401(k) Profit Sharing Plan
Sponsored by Dt Global Llc Dba Dt Global · EIN 841983700 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 144
- With balances
- 287
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 |
|---|---|---|
| Upper Left Wealth Management, Llc CRD 288762 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Upper Left Wealth Management | Investment advisory (plan) | $113,836 |
| The Vanguard Group, Inc. | Recordkeeping | $23,660 |
| Nicholas Pension Consultants | Other services | $6,150 |