AUMdb

Dattco, Inc. 401(k) Plan

Sponsored by Dattco, Inc. · EIN 060813381 · Plan #002

Total assets
$27.6M
Net assets
$27.6M
Active participants
1,645
With balances
2,125

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $0
Lpl Financial Llc Investment advisory (participants) $0