Dial Senior Management, Inc. 401(k) Plan
Sponsored by Dial Silvercrest Corp. · EIN 911825726 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 842
- With balances
- 558
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (participants) | $56,188 |
| John Hancock Life Insurance Company | Recordkeeping | $4,708 |