Data And Contact Management Solutions, Llc 401(k) Retirement Plan
Sponsored by Data And Contact Management Solutions, Llc · EIN 510584320 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 465
- With balances
- 508
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,814 |
| Onedigital Investment | Investment advisory (plan), Direct payment from the plan | $23,344 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $4,998 |