AUMdb

Dalsin Industries, Inc. 401(k) Profit Sharing Plan

Sponsored by Dalsin Industries, Inc. · EIN 411227778 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
148
With balances
177

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $51,635
Morgan Stanley Direct payment from the plan, Investment advisory (participants), Investment advisory (plan) $42,962