AUMdb

Dominion Technologies Group, Inc. Employees' Profit Sharing Trust

Sponsored by Dominion Technologies Group, Inc. · EIN 383465335 · Plan #002

Total assets
$23.7M
Net assets
$23.7M
Active participants
154
With balances
176

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
M Holdings Securities Inc Investment advisory (plan) $21,894
Strategic Advisors, Inc. Investment advisory (plan) $9,562
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $6,730