Dunwoody Village 403(b) Plan
Sponsored by Dunwoody Village Inc · EIN 231379512 · Plan #003
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 462
- With balances
- 578
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bpas | Contract administrator, Recordkeeping fees, Custodial (other) | $30,217 |
| M Holdings Securities Inc | Investment advisory (plan) | $6,260 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Jkj Retirement Services | Investment advisory (participants), Investment advisory (plan) | $0 |