Daily Management 401(k) Profit Sharing Plan
Sponsored by Daily Management, Inc. · EIN 592242825 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 640
- With balances
- 386
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $51,349 |
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Consulting (pension), Direct payment from the plan | $38,848 |
| Adp Broker Dealer | Other services, Other fees | $0 |