Carson Dellosa Publishing, Llc 401(k) Profit Sharing Plan
Sponsored by Carson Dellosa Publishing, Llc · EIN 270645872 · Plan #002
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Davenport & Company Llc CRD 1588 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Davenport & Company, Llc | Investment advisory (plan), Direct payment from the plan | $31,549 |
| Nwps | Recordkeeping, Consulting (pension), Participant loan processing | $27,287 |
| Breslow Starling Frost Warner Boger | Accounting, Direct payment from the plan | $10,150 |