The Dinsmore & Shohl Llp Savings And Investment Plan
Sponsored by Dinsmore & Shohl Llp · EIN 310263070 · Plan #003
- Total assets
- $472M
- Net assets
- $472M
- Active participants
- 1,461
- With balances
- 2,261
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $49,028 |
| Mariner Wealth Advisors | Investment advisory (participants) | $32,304 |
| Bahl And Gaynor | Consulting (general) | $30,912 |
| Horan Securities | Consulting (general) | $26,000 |
| Alliancebernstein Lp | Investment management | $6,152 |
| Clark Schaeffer Hackett | Accounting | $5,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$196,626 |