AUMdb

Dutchie 401(k) Plan

Sponsored by Courier Plus, Inc. · EIN 831035109 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
361
With balances
373

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Investment advisory (plan) $38,195
Empower Annuity Insurance Company Recordkeeping fees $28,082
Compensation Systems Inc Contract administrator $19,869

Filing history

Plan year Assets Participants Source
01/01/2024 $15.1M 361 ack 20251223063501NAL0005659699001
01/01/2021 $5.4M 535 ack 20250806144340NAL0001749043001