AUMdb

Dbm Global, Inc. 401(k) Plan

Sponsored by Dbm Global Inc. · EIN 861033353 · Plan #001

Total assets
$138M
Net assets
$138M
Active participants
2,128
With balances
2,382

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 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 $348,877
Mansperger Patterson & M Accounting, Direct payment from the plan $7,500
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0