Dmlo 401 K Retirement Plan
Sponsored by Deming, Malone, Livesay & Ostroff · EIN 611064249 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 148
- With balances
- 200
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 |
|---|---|---|
| Kpp Advisory Services Llc CRD 289507 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insur Co Of America | Recordkeeping fees | $59,500 |
| Kpp Advisory Services | Investment advisory (plan) | $19,200 |
| Retirement Management Services Llc | Contract administrator | $2,050 |