Dutchess Cars Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Dutchess Cars Llc · EIN 260591779 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 185
- With balances
- 262
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 |
|---|---|---|
| Strategic Financial Services, Inc. CRD 109677 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $22,741 |
| Levelized Compensation Advisor | Investment advisory (plan) | $15,969 |
| Strategic Financial Services | Investment advisory (participants) | $8,339 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $5,800 |