AUMdb

Ddg 401(k) Plan

Sponsored by Duplantis Design Group, P.C. · EIN 721359963 · Plan #001

Total assets
$17.1M
Net assets
$17.0M
Active participants
178
With balances
186

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $17,647
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $5,194