AUMdb

Chipps, Caffrey & Dubilier P.S.C. Profit Sharing And Savings Plan

Sponsored by Chipps, Caffrey & Dubilier, P.S.C. · EIN 610714497 · Plan #001

Total assets
$18.9M
Net assets
$18.9M
Active participants
120
With balances
148

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
Robert W Baird & Co. Inc. Investment advisory (plan) $25,373
Capital Group Retirement Plan Servi Recordkeeping fees $15,854