The Dewinter Group 401(k) Plan
Sponsored by Dewinter Group, Llc · EIN 264419448 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 414
- With balances
- 514
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Advisor | Investment advisory (plan), Direct payment from the plan | $125,805 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $24,634 |