Dese Research, Inc. Profit Sharing Plan
Sponsored by Dese Research, Inc. · EIN 630834024 · Plan #001
- Total assets
- $70.7M
- Net assets
- $70.7M
- Active participants
- 66
- With balances
- 254
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regions Bank Dba Regions Trust | Recordkeeping, Trustee (institutional), Other services | $50,034 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $32,968 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |