AUMdb

Dellbrook Construction 401(k) Retirement Plan

Sponsored by Dellbrook Construction, Llc · EIN 202862860 · Plan #001

Total assets
$30.6M
Net assets
$30.6M
Active participants
210
With balances
295

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $25,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $24,952