AUMdb

Industry Employees' Incentive Savings Plan

Sponsored by Dart Warehouse Corporation · EIN 953075353 · Plan #001

Total assets
$40.4M
Net assets
$40.4M
Active participants
1,031
With balances
404

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 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 $76,417
Actuarial Benefits Corp Contract administrator, Direct payment from the plan, Other fees $15,144
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0