AUMdb

Dinsmore & Shohl Llp Cash Balance Plan

Sponsored by Dinsmore & Shohl Llp · EIN 310263070 · Plan #004

Total assets
$23.7M
Net assets
$23.7M
Active participants
225
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

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
Fid Inv Inst Ops Co Trustee (institutional), Recordkeeping fees, Account maintenance fees $89,646
October Three Consulting Llc Actuarial, Direct payment from the plan $25,530
Fifth Third Bank Trustee (institutional), Direct payment from the plan $2,525