Ducharme, Mcmillen & Associates, Inc. 401(k) Savings Plan
Sponsored by Ducharme, Mcmillen & Associates, Inc. · EIN 351293472 · Plan #006
- Total assets
- $69.3M
- Net assets
- $69.3M
- Active participants
- 679
- With balances
- 745
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Advisors | Investment advisory (plan), Direct payment from the plan | $94,630 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $68,047 |