Dart Bank 401(k) Employee Stock Ownership Plan
Sponsored by Dart Bank · EIN 380464116 · Plan #001
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 291
- With balances
- 327
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Maner Costerisan & Ellis Pc | Accounting | $11,500 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,662 |
| Ellis Benefits Group Inc | Contract administrator | $7,140 |
| Empower Advisory Group Llc | Investment management | $7,099 |
| Camels Consulting Group Llc | Other fees | $2,250 |
| Cambridge Investment Research Inc. | Other commissions | $0 |