David Sutherland Llc 401(k) Plan
Sponsored by David Sutherland, Llc · EIN 751562936 · Plan #002 · Dallas, TX
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 281
- With balances
- 342
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 |
|---|---|---|
| Halbert Hargrove Global Advisors, Llc CRD 105515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $60,235 |
| Halbert Hargrove Global Advisors | Investment advisory (plan) | $50,555 |
| Pricekubecka, Pllc | Accounting | $9,500 |