AUMdb

Dean Distributing, Inc. Profit Sharing 401(k) Plan & Trust

Sponsored by Dean Distributing, Inc. · EIN 391040720 · Plan #003

Total assets
$18.2M
Net assets
$18.2M
Active participants
111
With balances
146

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
Commonwealth Equity Services, Inc. Recordkeeping, Trustee (institutional), Other services $33,009
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $13,271
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0