Dudley Debosier, Aplc 401(k) Profit Sharing Plan
Sponsored by Dudley Debosier, Aplc · EIN 721297159 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 228
- With balances
- 215
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 |
|---|---|---|
| Nationwide | Contract administrator, Sub-transfer agency fees, Distribution (12b-1) fees | $46,113 |
| Cetera Advisors, Llc | Investment management fees (indirect), Sales loads, Shareholder servicing fees | $28,122 |
| Cetera Investment Advisors | Investment management fees (indirect), Sales loads, Shareholder servicing fees | $26,661 |
| Proaccount | Investment advisory (participants) | $11,173 |
| Sentinel Pension | Participant loan processing, Participant communication, Account maintenance fees | $3,070 |