AUMdb

Duplicator Sales & Service, Inc. 401(k) Plan

Sponsored by Duplicator Sales & Service, Inc. · EIN 610572958 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
110
With balances
100

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Highland Capital Advisors, Llc CRD 139780 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Highland Capital Advisors, Llc Investment management, Direct payment from the plan $56,286
Professional Capital Services, Llc Contract administrator, Recordkeeping, Consulting (general) $31,541