AUMdb

Distribution Solutions Group Retirement Plan

Sponsored by Distribution Solutions Group, Inc · EIN 362229304 · Plan #001

Total assets
$305M
Net assets
$305M
Active participants
2,895
With balances
2,937

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vedderprice Investment advisory (plan) $56,739
Strategic Advisors, Inc. Investment advisory (plan) $49,200
Dimeo Schneider & Associates, Llc Investment advisory (plan) $23,142
Crowe Llp Accounting $11,025
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$253,314