Daniel Defense, Llc Employees Savings Plan
Sponsored by Daniel Defense, Llc · EIN 582663175 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 273
- With balances
- 324
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 |
|---|---|---|
| The Fiduciary Group, Llc CRD 221530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Retirement Plan Company | Investment management fees (direct), Recordkeeping fees | $48,807 |
| The Fiduciary Group | Investment advisory (plan) | $41,381 |