AUMdb

Brett Dinovi And Associates Llc 401(k) Plan

Sponsored by Brett Dinovi And Associates, Llc · EIN 562594012 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
972
With balances
354

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Investment advisory (plan), Direct payment from the plan $29,537
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $16,337