Dysons Inc. 401 K Plan
Sponsored by Dysons Inc. · EIN 820250931 · Plan #002
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 234
- With balances
- 130
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovest Portfolio Solutions | Investment advisory (participants), Investment advisory (plan), Investment management | $12,500 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,409 |