AUMdb

Dale L. Prentice Co. Salary Savings Plan

Sponsored by Dale L. Prentice Co. · EIN 381444792 · Plan #002

Total assets
$8.3M
Net assets
$8.3M
Active participants
63
With balances
98

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $10,425