AUMdb

Dolphin Entertainment Inc 401(k) Profit Sharing Plan And Trust

Sponsored by Dolphin Entertainment Inc · EIN 860787790 · Plan #001

Total assets
$19.1M
Net assets
$19.1M
Active participants
263
With balances
247

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 Llc Investment advisory (plan) $46,440
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $22,608
Caron & Bletzer, Pllc Accounting $11,305