AUMdb

Dugan Production Corp. 401(k) Profit Sharing Plan And Trust

Sponsored by Dugan Production Corporation · EIN 850171448 · Plan #001 · Farmington, NM

Total assets
$16.6M
Net assets
$16.6M
Active participants
160
With balances
193

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Investment advisory (plan) $58,763
Tpp Retirement Plan Specialists, Ll Plan administrator, Recordkeeping $25,356