Dfk Management, Inc. 401 K Plan
Sponsored by Dfk Management, Inc. · EIN 521586981 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 254
- With balances
- 202
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory | Investment advisory (participants) | $28,367 |
| John Hancock Life Insurance | Recordkeeping, Investment management, Shareholder servicing fees | $2,050 |