Dsr Auto Management 401(k) Plan
Sponsored by Dsr Auto Management Llc · EIN 872454192 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 456
- With balances
- 276
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Withumsmith + Brown, Pc | Accounting | $28,600 |
| Empower Annuity Insurance Company | Recordkeeping fees | $24,083 |
| Compass 360, Llc | Contract administrator | $11,819 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $5,540 |
| Empower Advisory Group, Llc | Investment management | $3,020 |