Deans & Homer 401(k) And Profit Sharing Plan
Sponsored by Deans & Homer · EIN 941072984 · Plan #002
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 114
- With balances
- 147
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Securities brokerage | $29,593 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $12,273 |