AUMdb

Dmax 401(k) Savings Plan

Sponsored by Dmax, Ltd. · EIN 311624971 · Plan #001

Total assets
$113M
Net assets
$113M
Active participants
985
With balances
1,220

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
Highland Consulting Associates Inc. CRD 109834 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Highland Consulting Associates Investment advisory (plan) $86,197
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $66,200
Ernst & Young Llp Accounting $61,800
Strategic Advisors, Inc. Investment advisory (plan) $44,186