Developmental Disabilities Resource Center, Inc. 401(k) Retirement Plan
Sponsored by Developmental Disabilities Resource Center · EIN 846035455 · Plan #003
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 243
- With balances
- 289
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Martin Financial Solutions, Llc CRD 155806 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Claims processing, Recordkeeping, Participant loan processing | $14,667 |
| Wells Fargo Advisors, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $0 |
| Matrix Financial Solutions, Inc. | Custodial (other), Trustee (institutional), Trustee (directed) | $0 |