AUMdb

Dungarvin 401(k) Retirement Plan

Sponsored by Dungarvin Group, Inc. · EIN 412022672 · Plan #001

Total assets
$56.4M
Net assets
$56.4M
Active participants
5,755
With balances
1,953

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
Empower Annuity Insurance Company O Recordkeeping fees $168,506
Nfp Retirement Inc Investment advisory (plan) $69,726
Dungarvin Group Inc Other fees $21,630

Filing history

Plan year Assets Participants Source
01/01/2024 $56.4M 5,755 ack 20251006115608NAL0003598113001
01/01/2015 $23.0M 3,119 ack 20251016092200NAL0012374546001