Dallas Market Center Company, Ltd Employee Retirement Savings Plan
Sponsored by Dallas Market Center Company, Ltd. · EIN 752161061 · Plan #002
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 224
- With balances
- 241
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $8,321 |
| Morningstar Investment Management | Investment advisory (participants) | $5,113 |
| Loren D. Stark Company | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |
| Voya Retirement Ins & Annuity Co. | Investment advisory (participants), Recordkeeping fees | $0 |