AUMdb

Doerfer Corporation 401(k) Profit Sharing Plan & Trust

Sponsored by Doerfer Corporation · EIN 912193380 · Plan #002

Total assets
$40.0M
Net assets
$40.0M
Active participants
341
With balances
403

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner Investment advisory (plan) $90,736
Paychex, Inc. Recordkeeping $5,673