Dickinson Wright Pllc Retirement And 401 K Savings
Sponsored by Dickinson Wright Pllc · EIN 381364333 · Plan #003
- Total assets
- $305M
- Net assets
- $305M
- Active participants
- 870
- With balances
- 1,087
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $68,700 |
| Capfinancial Partners Llc | Investment advisory (plan) | $67,239 |
| Empower Advisory Group Llc | Investment management | $34,395 |
| Maner Costerisan | Accounting | $16,800 |