AUMdb

Dattilo Group 401(k) Profit Sharing Plan

Sponsored by Dgg Properties Co., Inc · EIN 061205336 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
161
With balances
871

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
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edelman Financial Engines, Llc Contract administrator, Recordkeeping, Investment advisory (plan) $49,544