AUMdb

D & S Electrical Contractors, Inc. Profit Sharing Plan

Sponsored by D & S Electrical Contractors, Inc. · EIN 911275290 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
323
With balances
323

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $34,180
Forvis Bkd Llp Other fees $15,225
Futureplan By Ascensus Contract administrator $11,615
Capital Group Retirement Plan Servi Recordkeeping fees $3,003
Rli Insurance Company Other fees $488