AUMdb

Duffy Kruspodin, Llp 401(k) Profit Sharing Plan

Sponsored by Duffy Kruspodin, Llp · EIN 954244393 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
149
With balances
167

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
Larson & Company Pc Accounting $15,675
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$10,244