AUMdb

Dcor Llc 401 K Plan

Sponsored by Dcor, Llc · EIN 752947081 · Plan #001

Total assets
$44.6M
Net assets
$44.6M
Active participants
341
With balances
299

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan), Direct payment from the plan $82,539
Moss Adams Llc Accounting, Direct payment from the plan $21,000
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $13,183