AUMdb

Don Quijote (Usa) Co., Ltd. Profit Sharing Retirement/Individual Matched Savings Plan

Sponsored by Don Quijote (Usa) Co., Ltd. · EIN 990150807 · Plan #001

Total assets
$80.4M
Net assets
$80.4M
Active participants
1,956
With balances
1,880

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $197,929
Lpl Financial Llc Investment advisory (plan) $72,677
Pension Assurance Llp Accounting $18,000
Si Group Consulting (general) $7,539