Dna Twopointo, Inc., Dba Atum Retirement Trust
Sponsored by Dna Twopointo, Inc., · EIN 743076460 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 139
- With balances
- 191
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 |
|---|---|---|
| Monterey Private Wealth | Investment advisory (participants), Investment advisory (plan) | $8,871 |