AUMdb

Dobbs Employee's 401(k) Profit Sharing & Savings Plan

Sponsored by Dobbs Tire & Auto Centers, Llc · EIN 431078456 · Plan #001

Total assets
$28.0M
Net assets
$28.0M
Active participants
598
With balances
539

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $83,346
Raymond James & Associates, Inc Investment advisory (plan) $54,356
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $7,367