AUMdb

Dp Professionals 401(k) Savings Plan

Sponsored by Dp Professionals, Inc. · EIN 571068155 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
77
With balances
105

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
Match Grade Advisors, Llc CRD 299181 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Match Grade Advisors, Llc Investment advisory (participants) $0