AUMdb

Restaurant 365 401(k) Plan

Sponsored by Dyn 365, Inc. · EIN 452758311 · Plan #001

Total assets
$31.8M
Net assets
$31.8M
Active participants
770
With balances
610

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pensionmark Financial Group, Llc Other services, Other commissions, Other fees $37,699
World Investment Advisors Llc Investment advisory (plan) $16,769
John Hancock Contract administrator, Recordkeeping fees, Participant loan processing $8,069