The Anderson Dubose Company 401(k) Plan
Sponsored by The Anderson Dubose Company · EIN 341690243 · Plan #005
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 253
- With balances
- 315
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $49,155 |
| Corrigan Krause Harrison Long Harsa | Accounting | $16,500 |