AUMdb

Dynamic Resource Group Employees Retirement Plan

Sponsored by Dynamic Resource Group, Inc. · EIN 350286750 · Plan #002

Total assets
$33.4M
Net assets
$33.4M
Active participants
438
With balances
356

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (direct), Investment management fees (indirect) $9,668
Dynamic Resource Group Employee Ret Direct payment from the plan $7,000