Dorsey & Whitney Llp Cash Balance Plan
Sponsored by Dorsey & Whitney Llp · EIN 410223337 · Plan #006
- Total assets
- $84.0M
- Net assets
- $84.0M
- Active participants
- 202
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $141,991 |
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $99,429 |