AUMdb

Dimarco Group Retirement Plan

Sponsored by The Dimarco Group, Llc · EIN 161601728 · Plan #001

Total assets
$44.7M
Net assets
$44.7M
Active participants
593
With balances
717

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $144,497
Modern Wealth Holdings Llc Investment advisory (plan), Contract administrator $53,271
Lpl Financial Rp Investment advisory (plan) $13,123
Enhanced Retirement Solutions Contract administrator $1,850