Dexter Southfield, Inc. Defined Contribution Retirement Plan
Sponsored by Dexter Southfield, Inc. · EIN 042104152 · Plan #001
- Total assets
- $61.4M
- Net assets
- $61.4M
- Active participants
- 213
- With balances
- 485
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $19,631 |
| Cliftonlarsonallen Llp | Accounting | $13,500 |
| Tiaa | Recordkeeping fees | $675 |