Dmi Companies, Inc. And Affiliated Companies 401(k) Plan
Sponsored by Dmi Companies, Inc. · EIN 251335081 · Plan #002
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 161
- With balances
- 189
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 |
|---|---|---|
| The Baran James Company, Inc. CRD 156242 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,360 |
| Dunbar Bender & Zapf Inc | Contract administrator, Direct payment from the plan, Other services | $3,450 |
| The Baran James Company | Investment advisory (plan), Other fees | $0 |
| Ductmate Industries, Inc. | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |