AUMdb

Dichello Distributors Inc 401 K Ps Plan

Sponsored by Dichello Distributors, Inc. · EIN 060759339 · Plan #002

Total assets
$16.7M
Net assets
$16.7M
Active participants
111
With balances
128

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Inc Investment advisory (plan), Direct payment from the plan $24,597
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $15,288