AUMdb

Dfm Employees Retirement & 401(k) Plan

Sponsored by Dfm Investment, Co. · EIN 871456539 · Plan #001

Total assets
$17.1M
Net assets
$17.1M
Active participants
176
With balances
182

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
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Float revenue $41,487
Captrust Financial Advisors Investment advisory (plan) $41,487