AUMdb

Dpc Retirement Plan

Sponsored by Diversified Protection Corporation · EIN 205742294 · Plan #002

Total assets
$9.9M
Net assets
$9.9M
Active participants
864
With balances
786

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
Wellth Advisory Services, Llc CRD 330537 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Jpmorgan Invest Holdings Llc Recordkeeping fees $17,517
Wealth Advisory Services Llc Investment advisory (plan) $12,705
Economic Group Pension Services Contract administrator $11,125